Sentences with phrase «taxable funds»

Look at the taxable - equivalent yield - the yield you'd need to earn on a comparable taxable fund after paying taxes to match the yield of the tax - free fund.

We provide guidance on all assets held by the client, including taxable funds, 401 (k) s and IRAs, real estate, variable annuities and universal life insurance policies.

If # 1 is in fact the case, is there precedent where they could reimburse me with taxable funds just to correct their policy / clerical error?

Investing in tax - exempt bond funds potentially could lessen the blow of taxes, but it's important to remember that they may offer lower yields than comparable taxable funds.

I vetted PPMs, crowdfunding or direct investment in MF and chose direct investment for taxable funds and PPMs for some retirement funds.

So, shifting money from taxable funds and savings into retirement accounts during the years prior to filling out the FAFSA can lower your EFC.

Tax - free income is particularly appealing to people in higher tax brackets, since they may benefit at tax time despite the fact that tax - free funds typically pay interest at a lower rate than taxable funds of the same creditworthiness.

One retirement saver who only has a tax - deferred account (a traditional IRA, for example) may pay substantially more in taxes for the same withdrawal amount as another saver with a traditional IRA, Roth IRA and regular taxable funds.

Withdrawing taxable funds from a tax - deferred retirement account before age 59 1/2 generally triggers a 10 % federal income tax penalty, on top of any federal income taxes due.

After six years of near - zero returns, the yield on money market mutual funds began to edge upward in 2016, with 30 - day taxable funds returning 0.13 % for the year.

Here John Doe draws $ 4,500 from HSA, all of the remaining taxable funds plus $ 24,431 from HSA (as non-medical) and converts $ 23,569 to Roth.

This means that those who buy taxable funds in this month will get a bill for their share of capital gains that the fund has incurred in the previous 12 months, even though they didn't own the shares at that time.

So, shifting money from taxable funds and savings into retirement accounts during the years prior to filling out the FAFSA can lower your EFC.

Now that you're no longer getting dividends for free, have you considered moving to more growth stocks and less dividend building in your taxable funds?

For taxable funds, at least 10 % of the fund's total assets must be invested in Daily Liquid Assets, which can consist of cash, direct obligations of the U.S. government, or securities that will mature or are payable within one business day.

Also, every quarter, we get dividends in our taxable funds (none this month).

If you think about it, you'll have to pay a portion of the earnings you accumulate in a taxable fund.