Sentences with phrase «value of his account at»

The article put the estimated value of his account at just over $ 100 million.

If you know how much you plan to invest each year and the fixed rate of return your annuity guarantees — or, for loans, the amount of your payments and the given interest rate — you can easily determine the value of your account at any point in the future.

You find the RMD amount by dividing the value of your account at the end of the previous December by a divisor linked to your age.

A premium calculated as a percentage of the value of the account at the specific financial institution (e.g. 1.5 % of $ 175,000) is paid to the insurance company.

The first thing that happens is that net annual contributions (after loads / commissions) are added to the value of the account at the beginning of the year.

But if you calculate your rate of return properly, using the total value of your account at the beginning and the end of the period, you'll see a positive return.

Not exact matches

His question to them: «If I'm completely stupid in a world that is changing beyond recognition, in ways that we can not imagine at this point in time, and we do not take account of it in our decision - making, what is the likelihood that I will end up with value at risk?»

For instance, Olavsrud at FBB Capital Partners said that it's more advantageous to do it during a year when your income is lower or when the market is down, lowering the value of the assets in the account.

The price on Coinbase, which accounts for a third of bitcoin trading value, is often at a premium over other exchanges.

Donors can open accounts at many brokerage firms or large foundations, and then make gifts of cash, marketable securities, and even hard - to - value assets.

Here's how the tax situation should work: «Let's say the value of your company is $ 5 per share and you've given an executive 1,000 options with an exercise price of $ 3,» explains Ralph Anderson, a partner at the Florham Park, N.J., office of accounting firm Richard A. Eisner & Co..

The formula takes into account the market value of a certain job, where the employee is living, the employee's experience level and time spent at the company, and the size of their family.

You must submit an FBAR if you had an interest in or signature authority over at least one account outside the U.S., and the aggregate value of all the foreign accounts exceeded $ 10,000 at any time in the year.

The resulting rules for M&A, which are called fair value accounting for goodwill, have allowed all of those at the table to win.

Three megamergers (that is, deals valued at greater than $ 20 billion), with a collective value of $ 126 billion, accounted for more than one - third of the total (see Figure 2).

I've read somewhere that the nature of some of these trade imbalances is the way US companies account for these imports i.e. Apple iPhones are imported at the full RETAIL value as opposed to true manufacturing cost.

In the right client situation, BMO SmartFolio allows brokers to spend less time on administration and reviewing client accounts, and more time on value - added activities like financial planning and estate planning, says Silvio Stroescu, head of digital investing at BMO Financial Group.

It's just a form of mental accounting to assume that you'll be able to ignore short - term losses in individual bonds with the knowledge that the principle value will be there at maturity.

This morning, Ether was valued at $ 453 on its ETH / USD trading pair, and cumulatively, Bitfinex accounted for a jaw - dropping 21.72 percent of the global Ether trading volume.

The value of bitcoin was down more than 7 % at the start of Monday trading, according to Coinbase, a U.S. exchange that supports more than 13 million accounts.

For purposes of the table in «Executive Compensation — Summary Compensation Table» below, we are required to report pursuant to applicable SEC rules any stock option grants to Mr. Musk at values determined as of their respective grant dates and which are driven by certain assumptions prescribed by Financial Accounting Board Accounting Standards Codification Topic 718, «Compensation — Stock Compensation» («ASC Topic 718»).

It does account for a disproportionate 20 percent of the value created in these start - ups which goes to show the value of institutional investors or at least the filter of institutional investors.

The value of the vested Account balance in the Cash Balance Plan is payable to the team member at any time after termination of employment in either a lump sum or an actuarially equivalent monthly annuity as provided under the Cash Balance Plan and as elected by the team member.

Banks have deposit accounts at the Reserve Bank to record the value of their ES balances.

Each time you make a permanent life insurance premium payment, a portion of the money goes into a cash value account, and this account grows at a rate specified by the policy.

At only two pages, the concise bill is not very substantive, save for a brief classification of «virtual currency» as «any type of digital representation of value that; 1) Is used as a medium of exchange, unit of account or store or value; and 2) Is not recognized as legal tender by the United States government.»

All 50 states saw home values increase, and prices are now higher than they were at the peak of the last housing boom, although that does not account for inflation.

To account for time - value, the amount of the PAR obligation could be allowed to increase at a small rate of interest.

The pro forma financial information was prepared using the acquisition method of accounting, which requires, among other things, that assets acquired and liabilities assumed in a business combination be recognized at their fair values as of the completion of the acquisition.

Contributions of real estate to a charity or donor - advised fund account are generally deductible at fair market value — as determined by an independent qualified appraiser — on the date of contribution, whereas contributions of real estate to a private foundation are generally deductible at the lower of cost basis or market value.

But if a donor contributes appreciated stock held for more than one year directly to a donor - advised fund account at Schwab Charitable ™ or another public charity, the donor can usually deduct the fair market value of the donation without realizing any capital gain.

Given the absence of a public trading market of our common stock, and in accordance with the American Institute of Certified Public Accountants Accounting and Valuation Guide, Valuation of Privately - Held Company Equity Securities Issued as Compensation, our board of directors exercised reasonable judgment and considered numerous and subjective factors to determine the best estimate of fair value of our common stock, including independent third - party valuations of our common stock; the prices at which we sold shares of our convertible preferred stock to outside investors in arms - length transactions; the rights, preferences, and privileges of our convertible preferred stock relative to those of our common stock; our operating results, financial position, and capital resources; current business conditions and projections; the lack of marketability of our common stock; the hiring of key personnel and the experience of our management; the introduction of new products; our stage of development and material risks related to our business; the fact that the option grants involve illiquid securities in a private company; the likelihood of achieving a liquidity event, such as an initial public offering or a sale of our company given the prevailing market conditions and the nature and history of our business; industry trends and competitive environment; trends in consumer spending, including consumer confidence; and overall economic indicators, including gross domestic product, employment, inflation and interest rates, and the general economic outlook.

«I would point out only that if you look at the rise in the Dow for example, some 20 % or so is just from the rise of Goldman Sachs» (GS) value and that if you look at financials broadly they account for something like a third of that increase.

The Company will account for the transaction by using its historical information and accounting policies and adding the assets and liabilities of Streetcar as of the acquisition date at their respective fair values.

Since diluted bitumen is sold into heavy oil streams (usually at a small discount to heavy oil), you need to account for the fact that a barrel of bitumen is worth less than a barrel of heavy oil, because the added diluent is a higher value product.

Our accounting for acquisitions involves significant judgments and estimates, including the fair value of certain forms of consideration such as our common stock, preferred stock or warrants, the fair value of acquired intangible assets, which involve projections of future revenues, cash flows and terminal value which are then discounted at an estimated discount rate, the fair value of other acquired assets and assumed liabilities, including potential contingencies, and the useful lives of the assets.

«At this time, the general judgment is that their volatile valuations, and inadequate investor and consumer protection, make them unsafe to rely on as a common means of payment, a stable store of value or a unit of account,» the report said.

Markel's net loss was negatively impacted by the adoption of new accounting standards implemented at the start of the year, which required recognizing a $ 122.1 million pre-tax loss related to the decline in fair value of its equities portfolio since the end of 2017.

While the market value of TFSAs was $ 18 billion at the end of 2009, the year the investment product was introduced, money held in accounts had ballooned to $ 132 billion as of mid-2014.

Updating existing accounting standards adds that account should be taken of the contents and the type of device, as well as their initial value at the beginning of year and end of the reporting period.

Analysts estimate Bunnings will account for at least 50 per cent of Wesfarmers» earnings and about 60 per cent of its value after Coles is demerged and the sale of the coal assets is completed.

In this way, the Stop Order would be entered at the time of the trade, and the Stop Order price would be set at 2 % to 5 % of the value of the trading account.

With Choice Accumulation, if you wait until after your withdrawal charge period (six or eight years) to take a withdrawal, your actual account value will be compared to the GMAV at the end of the withdrawal charge period.

As a result of this accounting change, TCIL will de-consolidate Quess and TCIL's remaining ownership interest in Quess will be recorded at fair value and presented as an investment in an associate company.

Gifts of collectibles and artwork to charity or donor - advised fund accounts for non-related use are deductible at the lesser of the donor's cost basis or fair market value.

But in 2000, shortly after he started teaching at the University of Chicago's Graduate School of Business, Piotroski published a groundbreaking paper in the Journal of Accounting Research entitled «Value Investing: The Use of Historical Financial Statement Information to Separate Winners from Losers».

If the student isn't a dependent and is the owner of the 529 account, the account is treated as the student's asset and will generally increase the student's EFC at the higher rate of 20 % of the account's value.

Contributions of restricted stock to a public charity or donor - advised fund account are generally deductible at fair market value on the date of contribution, but may be subject to discount based on the specific restrictions.

The Oakmark Funds family, incepted in 1991, was born out of that idea: The partners at Harris Associates wanted to start mutual funds in which they could invest their personal money with the same long - term, value - investing approach successfully employed in the firm's client accounts.

Under each agreement between the Trustee and an Authorized Participant to establish an Authorized Participant Custody Account («Authorized Participant Custody Account Agreement»), the Trustee is not contractually or otherwise liable for any losses suffered by any Authorized Participant or Shareholder that are not the direct result of its own gross negligence, fraud or willful default in the performance of its duties under such agreement, and in no event will its liability exceed the market value of the Bitcoins in the Authorized Participant Custody Account at the time such gross negligence, fraud or willful default is discovered by the Trustee.