Sentences with phrase «term tax strategy»

Keep in mind that taking small withdrawals of $ 5,000 or less is only a short - term tax strategy.

Back on Planet Earth, however, more strategic crowdfunding participants will want to reevaluate their long - term tax strategies in light of this consequence of the TCJA.

Not exact matches

Consider undertaking a purpose - based approach that appropriately matches your goals with investment strategies such as these: a short - term strategy (tax reserves, working capital, near - term planned outlays and lifestyle needs), an intermediate - term strategy (new investments) or a long - term (income needs, wealth transfer and philanthropy).

Important factors that could cause actual results to differ materially from those reflected in such forward - looking statements and that should be considered in evaluating our outlook include, but are not limited to, the following: 1) our ability to continue to grow our business and execute our growth strategy, including the timing, execution, and profitability of new and maturing programs; 2) our ability to perform our obligations under our new and maturing commercial, business aircraft, and military development programs, and the related recurring production; 3) our ability to accurately estimate and manage performance, cost, and revenue under our contracts, including our ability to achieve certain cost reductions with respect to the B787 program; 4) margin pressures and the potential for additional forward losses on new and maturing programs; 5) our ability to accommodate, and the cost of accommodating, announced increases in the build rates of certain aircraft; 6) the effect on aircraft demand and build rates of changing customer preferences for business aircraft, including the effect of global economic conditions on the business aircraft market and expanding conflicts or political unrest in the Middle East or Asia; 7) customer cancellations or deferrals as a result of global economic uncertainty or otherwise; 8) the effect of economic conditions in the industries and markets in which we operate in the U.S. and globally and any changes therein, including fluctuations in foreign currency exchange rates; 9) the success and timely execution of key milestones such as the receipt of necessary regulatory approvals, including our ability to obtain in a timely fashion any required regulatory or other third party approvals for the consummation of our announced acquisition of Asco, and customer adherence to their announced schedules; 10) our ability to successfully negotiate, or re-negotiate, future pricing under our supply agreements with Boeing and our other customers; 11) our ability to enter into profitable supply arrangements with additional customers; 12) the ability of all parties to satisfy their performance requirements under existing supply contracts with our two major customers, Boeing and Airbus, and other customers, and the risk of nonpayment by such customers; 13) any adverse impact on Boeing's and Airbus» production of aircraft resulting from cancellations, deferrals, or reduced orders by their customers or from labor disputes, domestic or international hostilities, or acts of terrorism; 14) any adverse impact on the demand for air travel or our operations from the outbreak of diseases or epidemic or pandemic outbreaks; 15) our ability to avoid or recover from cyber-based or other security attacks, information technology failures, or other disruptions; 16) returns on pension plan assets and the impact of future discount rate changes on pension obligations; 17) our ability to borrow additional funds or refinance debt, including our ability to obtain the debt to finance the purchase price for our announced acquisition of Asco on favorable terms or at all; 18) competition from commercial aerospace original equipment manufacturers and other aerostructures suppliers; 19) the effect of governmental laws, such as U.S. export control laws and U.S. and foreign anti-bribery laws such as the Foreign Corrupt Practices Act and the United Kingdom Bribery Act, and environmental laws and agency regulations, both in the U.S. and abroad; 20) the effect of changes in tax law, such as the effect of The Tax Cuts and Jobs Act (the «TCJA») that was enacted on December 22, 2017, and changes to the interpretations of or guidance related thereto, and the Company's ability to accurately calculate and estimate the effect of such changes; 21) any reduction in our credit ratings; 22) our dependence on our suppliers, as well as the cost and availability of raw materials and purchased components; 23) our ability to recruit and retain a critical mass of highly - skilled employees and our relationships with the unions representing many of our employees; 24) spending by the U.S. and other governments on defense; 25) the possibility that our cash flows and our credit facility may not be adequate for our additional capital needs or for payment of interest on, and principal of, our indebtedness; 26) our exposure under our revolving credit facility to higher interest payments should interest rates increase substantially; 27) the effectiveness of any interest rate hedging programs; 28) the effectiveness of our internal control over financial reporting; 29) the outcome or impact of ongoing or future litigation, claims, and regulatory actions; 30) exposure to potential product liability and warranty claims; 31) our ability to effectively assess, manage and integrate acquisitions that we pursue, including our ability to successfully integrate the Asco business and generate synergies and other cost savings; 32) our ability to consummate our announced acquisition of Asco in a timely matter while avoiding any unexpected costs, charges, expenses, adverse changes to business relationships and other business disruptions for ourselves and Asco as a result of the acquisition; 33) our ability to continue selling certain receivables through our supplier financing program; 34) the risks of doing business internationally, including fluctuations in foreign current exchange rates, impositions of tariffs or embargoes, compliance with foreign laws, and domestic and foreign government policies; and 35) our ability to complete the proposed accelerated stock repurchase plan, among other thintax law, such as the effect of The Tax Cuts and Jobs Act (the «TCJA») that was enacted on December 22, 2017, and changes to the interpretations of or guidance related thereto, and the Company's ability to accurately calculate and estimate the effect of such changes; 21) any reduction in our credit ratings; 22) our dependence on our suppliers, as well as the cost and availability of raw materials and purchased components; 23) our ability to recruit and retain a critical mass of highly - skilled employees and our relationships with the unions representing many of our employees; 24) spending by the U.S. and other governments on defense; 25) the possibility that our cash flows and our credit facility may not be adequate for our additional capital needs or for payment of interest on, and principal of, our indebtedness; 26) our exposure under our revolving credit facility to higher interest payments should interest rates increase substantially; 27) the effectiveness of any interest rate hedging programs; 28) the effectiveness of our internal control over financial reporting; 29) the outcome or impact of ongoing or future litigation, claims, and regulatory actions; 30) exposure to potential product liability and warranty claims; 31) our ability to effectively assess, manage and integrate acquisitions that we pursue, including our ability to successfully integrate the Asco business and generate synergies and other cost savings; 32) our ability to consummate our announced acquisition of Asco in a timely matter while avoiding any unexpected costs, charges, expenses, adverse changes to business relationships and other business disruptions for ourselves and Asco as a result of the acquisition; 33) our ability to continue selling certain receivables through our supplier financing program; 34) the risks of doing business internationally, including fluctuations in foreign current exchange rates, impositions of tariffs or embargoes, compliance with foreign laws, and domestic and foreign government policies; and 35) our ability to complete the proposed accelerated stock repurchase plan, among other thinTax Cuts and Jobs Act (the «TCJA») that was enacted on December 22, 2017, and changes to the interpretations of or guidance related thereto, and the Company's ability to accurately calculate and estimate the effect of such changes; 21) any reduction in our credit ratings; 22) our dependence on our suppliers, as well as the cost and availability of raw materials and purchased components; 23) our ability to recruit and retain a critical mass of highly - skilled employees and our relationships with the unions representing many of our employees; 24) spending by the U.S. and other governments on defense; 25) the possibility that our cash flows and our credit facility may not be adequate for our additional capital needs or for payment of interest on, and principal of, our indebtedness; 26) our exposure under our revolving credit facility to higher interest payments should interest rates increase substantially; 27) the effectiveness of any interest rate hedging programs; 28) the effectiveness of our internal control over financial reporting; 29) the outcome or impact of ongoing or future litigation, claims, and regulatory actions; 30) exposure to potential product liability and warranty claims; 31) our ability to effectively assess, manage and integrate acquisitions that we pursue, including our ability to successfully integrate the Asco business and generate synergies and other cost savings; 32) our ability to consummate our announced acquisition of Asco in a timely matter while avoiding any unexpected costs, charges, expenses, adverse changes to business relationships and other business disruptions for ourselves and Asco as a result of the acquisition; 33) our ability to continue selling certain receivables through our supplier financing program; 34) the risks of doing business internationally, including fluctuations in foreign current exchange rates, impositions of tariffs or embargoes, compliance with foreign laws, and domestic and foreign government policies; and 35) our ability to complete the proposed accelerated stock repurchase plan, among other things.

«The collapse of the Senate's healthcare strategy is a near - term negative for the GOP's broader legislative agenda, but we contend that failing to pass health care legislation dramatically increases the sense of urgency surrounding the tax reform conversation,» Boltansky wrote.

Betterment offers a Tax - Coordinated Portfolio, a long - term strategy appropriate for investors in a federal tax bracket of higher than 15Tax - Coordinated Portfolio, a long - term strategy appropriate for investors in a federal tax bracket of higher than 15tax bracket of higher than 15 %.

Instead, whether you chose to establish an S corporation or a C corporation probably depended on your long - term financing strategies as well as a variety of legal and tax considerations.

A strong content marketing strategy often includes a healthy mix of content types, some of which can be accomplished in the short - term with your day - to - day team, but other in - depth content types, such as case studies, ebooks, white papers, and video can take much longer to develop — and heavily tax your on staff resources.

This discussion also does not consider any specific facts or circumstances that may be relevant to holders subject to special rules under the U.S. federal income tax laws, including, without limitation, certain former citizens or long - term residents of the United States, partnerships or other pass - through entities, real estate investment trusts, regulated investment companies, «controlled foreign corporations,» «passive foreign investment companies,» corporations that accumulate earnings to avoid U.S. federal income tax, banks, financial institutions, investment funds, insurance companies, brokers, dealers or traders in securities, commodities or currencies, tax - exempt organizations, tax - qualified retirement plans, persons subject to the alternative minimum tax, persons that own, or have owned, actually or constructively, more than 5 % of our common stock and persons holding our common stock as part of a hedging or conversion transaction or straddle, or a constructive sale, or other risk reduction strategy.

Eaton Vance Tax Advantaged Bond and Option (EXD) is a closed end fund that seeks to provide tax - advantaged current income and gains through the use of a tax - advantaged short - term, high quality bond strategy and a rules - based option overlay strateTax Advantaged Bond and Option (EXD) is a closed end fund that seeks to provide tax - advantaged current income and gains through the use of a tax - advantaged short - term, high quality bond strategy and a rules - based option overlay stratetax - advantaged current income and gains through the use of a tax - advantaged short - term, high quality bond strategy and a rules - based option overlay stratetax - advantaged short - term, high quality bond strategy and a rules - based option overlay strategy.

The NUA tax strategy allows certain clients whose qualified retirement plans contain these appreciated employer securities to eventually pay taxes on the appreciated value of those securities at the lower long - term capital gains tax rate, rather than at the ordinary income tax rate that would otherwise apply to retirement plan distributions.

But a key strategy for boosting long - term returns — which may not necessarily add risk — is being smart about tax efficiency.

«People are often surprised to learn just how much of their long - term investment returns go to taxes, and how much of a difference that can make in terms of whether or not they will meet their financial goals,» said Lisa Shalett, Morgan Stanley Wealth Management Head of Investment and Portfolio Strategies.

The thing that makes asset location strategies work (when appropriate) is that you can hold your short - term investments in your tax - sheltered accounts, if it makes more tax sense to do that.

To give you confidence in a long - term distribution strategy, several factors must be considered to solve for the «magic number» needed to support your lifestyle including: sequence of returns, volatility, portfolio withdrawals, taxes, life expectancy, inflation, and more.

Additionally, the implementation of new American and International accounting standards and the potential for tax reform loom on the horizon, which may potentially impact your long - term strategy as well.

Contrary to what you're saying in this post, I know many local activists who can and do articulate alternative economic strategy - in such simple, powerful terms as tax the rich, protect jobs, save welfare - quite clearly when talking to local media and elsewhere.

In view of this, and also as part of government's strategy for the long - term development of a local human capital base fit for a changing world, we will grant relief from corporate income tax paid by privately - owned and managed universities to the extent that profits are ploughed back to expand or maintain facilities.

In this vein, optimizing resource mobilization through improved tax compliance and efficient and effective revenue administration remains an important part of our fiscal strategy to boost domestic revenue mobilization for 2018 and the medium term.

A credible, long - term strategy, supported by environmental tax reform, can thus deliver a more durable recovery while contributing to climate stability, resource security and better environmental quality.

«We need to employ long - term strategies, targeted cuts, tax increases, and structural reforms.»

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Was planning to start by investing in 3 MF 1) MF1 = 2000 / month short term (3 years < less)(Purpose: Good returns on avg risk portfolio) 2) MF2 = 3000 / month mid term (5 years)(Purpose: Tax savings and moderate returns) 3) MF3 = 4000 / month Long Term (10 - 15 years)(Purpose: Long Term savings with decent returns less Risk) Do you thing this is a sound stratterm (3 years < less)(Purpose: Good returns on avg risk portfolio) 2) MF2 = 3000 / month mid term (5 years)(Purpose: Tax savings and moderate returns) 3) MF3 = 4000 / month Long Term (10 - 15 years)(Purpose: Long Term savings with decent returns less Risk) Do you thing this is a sound stratterm (5 years)(Purpose: Tax savings and moderate returns) 3) MF3 = 4000 / month Long Term (10 - 15 years)(Purpose: Long Term savings with decent returns less Risk) Do you thing this is a sound stratTerm (10 - 15 years)(Purpose: Long Term savings with decent returns less Risk) Do you thing this is a sound stratTerm savings with decent returns less Risk) Do you thing this is a sound strategy.

Plus, Joe and Al have 10 tips to boost retirement savings, the pros and cons of rolling your 401 (k) into an IRA, long - term care tax strategies, the latest on the Department of Labor... Read more

The least effective tax - loss harvesting strategy, on the other hand, would be to apply short - term capital losses to long - term capital gains.

Schroders Short Term Municipal Bond investment strategy seeks to maximize after - tax yield and income by investing across the spectrum of investment grade municipal debt.

This is why dividends, and to a lesser extent long - term capital gains, are part of an income investment strategy and why Buffett pays a lower tax rate than his secretary.

The term «stretch» does not represent a specific type of IRA; rather it is a financial strategy that allows people to stretch out the life — and therefore the tax advantages — of an IRA.

Learn more about how tax deferral and other long - term investing strategies can help you pursue your retirement goals with our guide to Investing Principles.

Although I don't recommend market - timing and individual security selection as a long - term investment strategy, at least the costs of doing so are less due to your low tax rates.

Someone is going to have to do some hard work to put the pieces back together and ensure that their long term plans remain intact despite the destruction of this deceptively powerful tax planning strategy.

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And longer - term money is usually taxable, so cloning the strategy is fine, but paying 50 % + taxes to the government makes the fees associated with the tax - efficient ETF vehicle a lot less painful.

This will map out your long - term investment objectives, time horizons, target asset allocation, tax consequences, risk tolerance and investment strategy.

For those charitably inclined, donating long - term appreciated securities is a smart tax strategy, but if you want to support many different charities with this type of donation, it may become time - consuming.

Contributing long - term appreciated assets to a qualified charity can be a highly effective tax strategy for eliminating capital gains taxes, especially for people with investments that have increased significantly in value.

But you could still use this strategy to eliminate a substantial amount of tax, even if your adjusted gross income puts you at the 15 % tax rate for long - term capital gains.

For those charitably inclined, contributing long - term appreciated assets to a charity can be a highly effective tax strategy for eliminating capital gains taxes.

And he has a tax strategy, including making the right contributions to both his RRSP and TFSA each year to minimize tax in the short and long term.

It is clear that, on average, an all - equity dividend - focused strategy can be expected to outperform a 60/40 portfolio on an after - tax basis in terms of building wealth.

Though funds that employ a long - term investment strategy may pay qualified dividends, which are taxed at the lower capital gains rate, any dividend payments increase an investor's taxable income for the year.

This strategy allowed him to report some of his profit as long - term capital gain, paying a tax rate of only 20 % on that part of his profit.

If your client is looking to grow her wealth over the long - term and is not concerned with generating immediate income, funds that focus on growth stocks and use a buy - and - hold strategy are best because they generally incur lower expenses and have a lower tax impact than other types of funds.

While the two main categories of funds are those that provide taxable or tax - exempt income to investors, bond funds also vary based on maturity (short - term, long - term), type of issuer (municipal, corporate, etc.), strategy, investment objective and credit quality.

In my writings on managing stock options — Consider Your Options, a book for option holders, and Equity Compensation Strategies, a text for professional advisors — I explain why the optimal approach from a tax perspective for people who have very large profits built into their ISOs is to sell 65 % of the shares immediately after exercise of the option and hold 35 % long enough to convert the profit on those shares to long - term capital gain.

The strategies you use to manage your accounts to control long term and short term tax liabilities can make a significant difference in the net after - tax value of your investments.

Rather than playing Goldilocks with your investment portfolio by trying to figure out whether the short - term stock market is too hot or too cold, you would be better served by focusing on your long - term asset allocation, and low - cost, tax - efficient investment strategy.

Second, to make the traditional IRA contribution strategy work for you, you need to invest your tax savings on the traditional IRA deductible contributions for the long - term.

Tax planning should be a long term strategy that takes into consideration the timing of Social Security benefits and pensions.

Contact us today to discuss your financial needs and we can recommend strategies for minimizing taxes, accounting for long term care and efficiently passing wealth to your beneficiaries.