Sentences with phrase «value of one's account»

The death benefit is comprised of the full accumulated cash value of the account minus any previous withdrawals.
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.
The article put the estimated value of his account at just over $ 100 million.
The withdrawal amount is calculated by dividing the prior year - end market value of the account by your future life expectancy.
Alternatively, he could sell enough options to collect premium that equals the current value of his account — and hope they all expire worthless.
Moreover, no additional contributions may be made for the benefit of an account owner when the fair market value of the account exceeds $ 400,000.
Some riders have no cost while others charge a small fixed fee that's withdrawn from the accumulated value of the account each year.
Of course, the operative phrase here is «feels like», because in reality, there's no difference in the final total value of your account using either income method.
It shows a graph comparing your contributions, your employer contributions, and the overall value of the account.
You may also enter the cash balance of your portfolio to get the total value of your account updated in real - time.
Employees are entitled to the full value of their account.
If you did not start your retirement account until after you were married, the entire value of the account is typically marital property.
At that point, I plan on comparing the present value of the account with the net present value of the proposed annuity payments.
At that point, I plan on comparing the present value of the account with the net present value of the proposed annuity payments.
The tax adjusted value of these accounts depends on the income level of each participant.
When evaluating a robo - advisor's advisory fees, you should consider the starting value of your account and your on - going contributions.
The total value of my account stands at around $ 4,000, down from almost $ 11,000 at its peak.
That's because your subsequent year's withdrawal is based upon the end of the prior year value of the account.
This leaves the total value of the account unaffected by the distribution.
When you take out a policy loan, you're not actually removing money from the cash value of your account.
No additional contributions may be made for the benefit of an account owner when the fair market value of the account exceeds the account balance limit of $ 400,000.
Most contracts will allow you to take out at least 10 % a year of the accumulated value of the account, even during the surrender period.
You may not make additional contributions to the plan at a time that the total value of the account is at or above the maximum contribution limit.
A phone call can put you in touch with an invoice factoring expert who will work with you and your company to convert up to 95 percent of the face value of your accounts receivables into the working capital needed to solve your cash flow problems.
For instance, the value of an IRA or 401K account is not the face value of the account as it is a taxable entity upon liquidation and is not available until retirement without penalty.
The potential difficulty is that as you build your ladder with multiple accounts, and as those accounts accumulate interest over time, you may lose sight of the fact that it is the combined value of these accounts, and not each account individually, that counts toward the $ 250,000 FDIC insurance limit.
Younger family members with long lives ahead of them can «stretch» mandatory withdrawals over many decades, preserving tax deferral and increasing the ultimate value of the account.
Looking at the audited values of accounts of a subset of managers is not valid — we would need to look at all accounts following the same theory, and unsuccessful accounts don't line up to be identified.
The feature that is most appealing to me on the website is that it shows the total market value of my account graphically, giving me a clear picture of how my portfolio has been doing, even though the graphic only covers up to 6 months.
The performance and market values of an account containing Vanguard or Dimensional underlying funds include the deduction of any underlying fund expense ratios.)
* Contributions no longer can be made once the total value of all accounts for the same beneficiary in the Delaware College Investment Plan meet the account maximum.
At what point does the noise introduced by adding more and more low - accuracy valuations destroy the informational value of accounting itself?
At that point, a corresponding transaction appears on the sidechain with the SPV proof, verifying that money has been locked up on the Bitcoin blockchain, and then coins with the same value of account are unlocked on the sidechain.
Variable Universal Life - combines the flexible premium features of universal life with the component of variable life in which excess credited to the cash value of the account depends on investment results of separate accounts.
If you have a Wealthfront account valued at $ 100,000, you can access a line of credit of up to 30 percent of the current value of your account.
Phil's RSP Below are the holdings of my RSP, with target weights and actual weights (both expressed in terms of the overall value of the account, not the portfolio as a whole).
Neither party has an interest in real property or retirement benefits unless the retirement benefits are exclusively held in individual retirement accounts and the combined value of the accounts is less than $ 10,000;
However, by designating Kitten Rescue as the beneficiary instead, the full value of the account will pass on to Kitten Rescue.
Additionally, unlike bank deposits, investment accounts are not guaranteed by the FDIC and the investors bear the risk of losing the entire value of their account, or worse, losing their assets should the company fold.
No additional contributions may be made for the benefit of an account owner when the fair market value of the account exceeds the account balance limit listed of $ 370,000.
If the current market value of your accounts in the Investor Class is at least $ 100,000, you may elect to convert the accounts from Investor Class to Institutional Class shares in the Fund on the basis of relative NAVs.
Some retirement plans may allow you to take systematic withdrawals: either a fixed dollar amount on a regular schedule, a specific percentage of the account value on a regular schedule, or the total value of the account in equal distributions over a specified period of time.
In addition to sales commissions (called «sales loads») that go to your broker, you may end up paying portfolio management fees, transaction fees, fees to withdraw the money early («redemption fees») and fees that are charged if the value of your account falls below a certain level.
Be aware that fluctuations in the financial markets and other factors may cause declines in the value of your account.
If you're not already convinced of the value of account - based marketing then let it be know your competitors are.
Over the years since then, I've come to appreciate the value of the accounting perspective; and were I to start another business, I would expect a more consultative relationship with my accountant.

Phrases with «value of one's account»

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