Sentences with phrase «to hold this fund»

Investors who hold funds in taxable accounts should keep in mind the potential tax consequences of their trades.

Do you use separate bank accounts for tracking different savings goals or for holding funds for annual expenses like taxes or insurance payments?

But it can also mean higher taxes for investors who hold a fund in a taxable account.

Still, that might seem like a small price to pay, given the convenience of holding all your funds in one place.

Second, since the fees are not provided to the lawyer, the lawyer can not hold the funds in trust as required.

A typical Canadian investor holds a fund which produces a 6 % total average annual return for 30 years.

A trust is established as a way of holding the funds until certain requirements are met.

By holding your funds in bitcoin, you can take advantage of the upside if the price of bitcoin goes up relative to fiat.

However, once you have, this method can «put some distance» between your identity and the address that actually holds your funds.

Sometimes you will be able to hold your funds there indefinitely, while other cryptocurrency trading might require you to have your own wallet before starting.

And I would recommend that each retirement investor should hold funds from multiple asset classes — even the most aggressive or most conservative retirement investor is best served to diversify across asset classes.

The after - tax returns shown are not relevant to investors who hold their fund shares through tax - deferred arrangements such as 401 (k) plans or individual retirement accounts.

But if you'd rather just quickly put money to work and move on, then holding funds might be the better way to go.

However, mutual funds make annual capital - gains distributions even if you keep holding your fund units.

You will pay taxes on any capital gains realized when selling a fund, so you'll want to keep track of how long you've held a fund before you sell it.

Investors should be careful about holding this fund for extended periods of time.

Checking and savings accounts usually hold funds that are intended for near - term use.

Since you never hold the funds, there are no taxes withheld.

Imagine holding a fund like that, which rides higher like it's on rails!

You can easily charge a fee from each transaction and hold funds up to 90 days.

Like breaking a mortgage, however, it could make sense to take the hit, depending on how many years you've already held the fund and the advantages of the alternatives.

To take advantage of this expected decline in price sensitivity, investors should consider holding the funds to their end dates.

You can also hold the fund past age 65.

This is the bank with which a business or merchant holds their funds.

If you're carrying out a money transfer, confirm the service holds your funds in client accounts that are separate from the company's corporate accounts.

But, for an investor who is holding these funds til maturity, it is probably not a big deal.

As I said, I am comfortable holding this fund for at least the next 6 months.

This could mean account termination or held funds without notice.

We suggest holding funds a minimum of 90 days to avoid most broker redemption fees.

Or they have funds that they want to sell, but they continue holding the funds because selling them would feel like they'd made a mistake.

For many years, a very few dedicated animal - lovers held fund - raising events.

The bank can hold funds against the account until the actual amount is received from the merchant, which can take up to three days.

Using the interest income option, the life insurance company holds the funds and will pay a specified amount of interest on the funds.

The funds are transferred and can be seen in the account of the person holding the funds.

I was taking holding funds with an application the other day.

The firm holds the funds and provides the paperwork to properly facilitate the exchange.

Many bitcoin services provide addresses tied to a user's individual bank account to hold funds on the user's behalf.

That sounds appealing, but investors may not have appreciated that now they had to hold their funds for many years or face large redemption fees.

* The service handles payment processing from the client and holds the funds until the service is completed.

By holding your funds in fiat, you can minimize the volatility of your balance, as fiat currencies are generally less volatile than cryptocurrencies.

The management fee does not cover the administrative costs of holding a fund.

Several of the most important principles of lawyer ethics — confidentiality, avoidance of conflicts, holding funds in trust — are built on the idea of loyalty to the client.

After - tax returns are not relevant for shareholders who are not subject to tax or hold fund shares in tax - deferred accounts.