Sentences with phrase «upon withdrawal from»

Not exact matches

When you think about rules of thumb around withdrawal rates, right, how much can I withdraw from my portfolio, even the research that we do here at Vanguard, it's all predicated upon a balanced portfolio, anywhere between 40 % — 60 % in a globally diversified equity portfolio.

That is, set up your investments for direct withdrawal from your checking or savings account, reinvest dividends, and focus on only buying the lowest risk, highest quality, most attractively valued stocks or index funds such as one based upon the S&P 500.

«The withdrawal of our services embarked upon since February 6, 2017 is hereby suspended effective from Tuesday March 14, 2017,» the doctors said.

What Kafka wrote about here are the effects of the withdrawal of the father from the family into concerns only peripherally associated with the effective life of the family — the father's continued demands for loyalty and submission in spite of the break - in affective relations, the appearance of the father in the middle - class family as a punitive, castrating figure, and the ability of the individual to reflect upon and understand his position in relation to his father once the father's nurturant role in the family has been given up.

The after - tax principal amount (the «basis») will not be taxed upon withdrawal; only the earnings (which are always pre-tax in Traditional IRA, even if it grew from after - tax funds) and deductible contributions will be taxed upon withdrawal.

A CD is a savings account that promises a higher interest rate if you keep your funds on deposit (without any withdrawals) for an agreed - upon period of time — anywhere from six months to five years.

You may also be wise to consider early withdrawals from your RRSP upon retirement, Jackie, to try to prevent moving into a higher tax bracket and losing your OAS entitlement after 71.

In later years, when you start taking distributions from your Traditional IRA, that nondeductible contribution will not be taxed upon withdrawal.

Similar to other retirement plan accounts, non-qualified distributions from a Roth IRA may be subject to a penalty upon withdrawal.

If the investment is stock shares or mutual fund shares and the only thing that has happened since you invested is that the per - share price went up (there were no dividends paid or mutual fund distributions that occurred between the purchase and today) so your investment is now worth $ 12,000, then by all means you can withdraw $ 10,000 from your investment, but you can not withdraw only the original investment and leave the gains in the account; your withdrawal will be partly the original post-tax money that you put in (and it will be not be taxed upon withdrawal) and partly the gains on which you will owe tax.

Post-Secondary Education payments (or capital withdrawals) are taken from the contributions you've made with your after - tax income, so there is no more tax owing upon withdrawal.

The accounts offer protection from the REIT tax rules since money made is only taxed upon withdrawal, if at all.

Depending upon one's ability to adjust at a later date, all initial withdrawal rates from 4.0 % to 5.4 % can make sense.

The posting order of deposits and withdrawals may change from time to time based upon regulatory requirements, technology or industry standards.

401 (k) plans are funded with pre-tax contributions from employees and funds are taxed upon withdrawal.

In fact, it is my understanding that if one rolls 457 (b) funds into an IRA upon separation from employment one loses the penalty - free withdrawal benefit, so revision is indeed advised lest someone unaware of this does something that would negate this fantastic benefit of 457 (b) plans.

However, these dividend and capital gain distributions may be taxable upon their eventual withdrawal from tax - deferred plans.

Should you wish to withdraw these funds from your trading Account, you will be required to complete and sign a withdrawal form, upon receipt of the completed and signed withdrawal form you will be granted permission by NSFX to withdraw funds up to the amount you initially deposited, provided that the conditions for withdrawals stipulated in clause 9 are satisfied.

When you think about rules of thumb around withdrawal rates, right, how much can I withdraw from my portfolio, even the research that we do here at Vanguard, it's all predicated upon a balanced portfolio, anywhere between 40 % — 60 % in a globally diversified equity portfolio.

our future depends upon immediate withdrawal from fossil fuel drug addiction.

Any such withdrawal shall take effect upon expiry of one year from the date of receipt by the Depositary of the notification of withdrawal, or on such later date as may be specified in the notification of withdrawal.

The majority decision of the justice of the United Kingdom Supreme Court may be set to become the «final statement» on the presence of EU law in the UK constitutional order in both senses of the word: the Miller case may well prove to be chronologically the final time that the UK's highest court is called upon to interpret the nature of EU law before the United Kingdom's putative withdrawal from the European Union; in the other sense of the word, the dicta in the case may serve to be the final and definitive statement in an ongoing 40 year constitutional saga initiated by the United Kingdom's accession to the European Union's predecessor in 1973.

The Arizona Court of Appeals found that the withdrawal of principal from an investment account is not addressed in the guidelines and has not been previously ruled upon by the Arizona Court of Appeals.

Though law firm management generally shifted away from such plans in the 1990s, one in five firms still has a nonqualified retirement plan that provides benefits upon withdrawal, says James Cotterman, a principal at legal consultancy firm Altman Weil in Orlando, Fla., citing a recent survey of 145 law firms.

A Partner may withdraw voluntarily from the Partnership as of any December 31 by giving written notice of his or her intention to withdraw at least sixty (60) days before the day of such withdrawal, which notice shall state the date upon which such withdrawal is to occur.

Does Seroxat have a capacity to cause adverse effects consequent upon or following discontinuance (withdrawl) such as prevent or make more difficult the ability of users to discontinue, withdrawal from or remain free from taking Seroxat to a greater extent than all other Selective Serotonin Re-uptake Inhibitors (SSRIs).

In this case, a 401 (k) is hardly different from an IRA: early withdrawals are allowed, but frowned upon.

Also, all qualified distributions are tax - free, but as with any other retirement plans, nonqualified distributions from a Roth IRA may be subject to a penalty upon withdrawal.

Although an owner's choice to take a withdrawal from a policy may impact the benefit amount dispensed to beneficiaries upon the expiration of the insured, beneficiaries can neither prevent an owner from taking a policy loan nor compel him to pay back the funds withdrawn.

The switching / partial withdrawal charges may be revised upon prior approval from IRDAI, but up to a cap of Rs 500.

Upon surrendering the policy with - in the lock - in period of 5 years and on complete withdrawal from the policy, the fund value less applicable discontinuance charges is credited to the «Discontinued Policy Fund» and it is refunded upon completion of lock - in perUpon surrendering the policy with - in the lock - in period of 5 years and on complete withdrawal from the policy, the fund value less applicable discontinuance charges is credited to the «Discontinued Policy Fund» and it is refunded upon completion of lock - in perupon completion of lock - in period.

The switching / premium re - direction / partial withdrawal charges may be revised upon prior approval from IRDAI, but up to a cap of Rs 500.

Upon surrendering the policy after the lock - in period of 5 years and on complete withdrawal from the policy, the total fund value as on the date of surrender is payable.

Upon surrendering the policy with - in the lock - in period of 5 years and on complete withdrawal from the policy, the fund value is credited to the «Discontinued Policy Fund» and it is refunded upon completion of lock - in period, subject to minimum guaranteed interest rate of 4 % pUpon surrendering the policy with - in the lock - in period of 5 years and on complete withdrawal from the policy, the fund value is credited to the «Discontinued Policy Fund» and it is refunded upon completion of lock - in period, subject to minimum guaranteed interest rate of 4 % pupon completion of lock - in period, subject to minimum guaranteed interest rate of 4 % p.a..

The switching / premium redirection / partial withdrawal charges may be revised upon prior approval from IRDAI, but up to a cap of Rs 500.

Upon surrendering the policy with - in the lock - in period of 5 years and on complete withdrawal from the policy, the fund value after deducting discontinuance charges is credited to the «Discontinued Policy Fund» and it is refunded upon completion of lock - in period, subject to minimum guaranteed interest rate of 4 % p.a.. Upon surrendering the policy after the lock - in period of 5 years and on complete withdrawal from the policy, the total fund value as on the date of surrender is payable and the policy then terminaUpon surrendering the policy with - in the lock - in period of 5 years and on complete withdrawal from the policy, the fund value after deducting discontinuance charges is credited to the «Discontinued Policy Fund» and it is refunded upon completion of lock - in period, subject to minimum guaranteed interest rate of 4 % p.a.. Upon surrendering the policy after the lock - in period of 5 years and on complete withdrawal from the policy, the total fund value as on the date of surrender is payable and the policy then terminaupon completion of lock - in period, subject to minimum guaranteed interest rate of 4 % p.a.. Upon surrendering the policy after the lock - in period of 5 years and on complete withdrawal from the policy, the total fund value as on the date of surrender is payable and the policy then terminaUpon surrendering the policy after the lock - in period of 5 years and on complete withdrawal from the policy, the total fund value as on the date of surrender is payable and the policy then terminates.

The switching / premium re - direction / partial withdrawal charges may be revised upon prior approval from IRDAI, but up to a maximum of Rs 500.

If you do well and make a 60 % annual retrun from flipping inside the iRA, know that a large chunk of that will be taken away via UBIT cutting your annual returns down, then upon withdrawal at retirement, you get taxed again.