Sentences with phrase «whether funds in an account»

Based on this definition, whether funds in an account qualify for protection from creditors depends on the legal characteristics of the account they are held in.

Not exact matches

A Schwab Charitable ™ donor - advised fund account can enhance your overall charitable giving strategy, whether used alone or in conjunction with a private foundation, charitable gift annuity, or trust.

If you aren't comfortable with the funds in your own account, it's probably time to understand what you're invested in and whether you want to keep your existing funds or adjust.

Look for the kinds of investment options various providers offer (if any), what their funds charge in management fees and whether there are any additional account maintenance fees.

One might quibble over whether that was ever true in most countries, but it is quite untrue in this era of retirement accounts and mutual funds.

After his testimony, POLITICO New York asked Milliken whether he was concerned that Cuomo's proposed change in CUNY's funding was not accounted for in de Blasio's budget.

The State Elections Enforcement Commission halted its probe into whether the state Democratic Party improperly used money from a federal election funding account to help Gov. Dannel P. Malloy win re-election in 2014.

Spending on health and on police and fire protection accounts for between zero and 20 percent of the decline in higher - education funding, depending on whether spending is measured on an overall or per - capita basis.

There's no ready estimate of how much districts spend for extracurriculars: Districts account differently for teachers» afterschool pay (it can be lumped in with merit pay, says Stephen Frank of Education Resource Strategies), whether they include team buses in the extracurricular budget, how much they depend on parents and booster clubs for field maintenance and stage - set construction, if and how much they charge students to participate, whether they use federal Title I funds for afterschool enrichment, and so on.

With a Money Manager account from Great Southern, you'll enjoy higher interest rates, tiered interest rates 2, image statement at no additional cost 5 and a Bounce Protection limit of $ 700 available, which will give you peace of mind that your transactions will be paid, regardless of whether you have sufficient funds in your account or not 1.

It accomplishes the latter by assisting you in setting savings goals for your new Rize account, whether you aim to put aside funds for student loan payments or your next spring break vacation.

Granted, this data may be affected by a number of different factors — merit - based scholarships do not typically take family income into account, for instance — but the research is upsetting enough to leave some educators and families wondering whether universities are targeting and enticing wealthy students with scholarship aid, while not offering as much funding to students in need.

You are also eligible for a Bounce Protection limit of $ 700, which gives you peace of mind that your transactions will be paid, regardless of whether or not you have sufficient funds in your account, up to your Bounce Protection limit including fees.

As a quick refresher, I was looking for some advice on whether I should 1) switch my 529 plan from Utah to NY based on about 8 bps differential in the total fee structure on my investment selections and 2) whether I should ultimately hold less in my 529 plan in favor of greater flexibility in holding some funds to be used for college in my taxable brokerage account.

One question I got asked quite often regarding investing in stocks or exchange traded funds (ETFs) is whether you need to have a minimum amount of money in your account in order to buy shares.

Each investor in the Fund (s) accounts for his or her pro rata portion of income or losses in the Fund (s) on an annual basis — regardless of whether or not that income, gain or loss is distributed.

Look for the kinds of investment options various providers offer (if any), what their funds charge in management fees and whether there are any additional account maintenance fees.

Whether you're thinking about switching some of your savings to a money market account, interested in looking into more appealing IRAs or just looking for some guidance on interest rates and fund allocation, you can always call on a Dime Community Bank representative (1 -800-321-DIME) for more details, or stop by a branch near you.

Cash value life insurance, whether whole life, IUL, or VUL, allows for the tax - free growth of funds in a policy's cash account unless the policy is canceled or surrendered, transferred or assigned to another owner, or the IRS no longer designates the policy a life insurance contract.

Fund managers with investments from covered accounts or that wish to accept contributions from covered accounts will need to consider whether their current business activities and communications with investors could constitute a recommendation, including a suggestion that such investors invest in the fFund managers with investments from covered accounts or that wish to accept contributions from covered accounts will need to consider whether their current business activities and communications with investors could constitute a recommendation, including a suggestion that such investors invest in the fundfund.

Whether one relies on actively managed mutual funds, managed accounts or your own stock - picking prowess all of these strategies require additional expenses in time and capital.

If you are trying to determine whether to Buy, Hold or Sell the Vanguard funds in your retirement account, you can follow the ETFs or the Investor shares that we cover in NoLoad FundX.

If you own funds in a taxable account: distributions are taxable to you whether you take them in cash or reinvest them in new shares, so trade carefully this time of year.

If you hold funds in a taxable account, distributions are taxable to you, whether you take them in cash or — as most people do — have them reinvested to buy new shares.

and since this is a forum on TFSA's i am curious about whether or not mutual funds are a good idea for this type of account since i only have mutuals in RRSP's....

By calculating how much your retirement savings will grow, you can adjust your plan for your savings and investments, whether in the form of a 401 (k) plan, deposits like retirement money market accounts, an individual retirement account (IRA), a diversified investment portfolio or other funds.

Whether through a brokerage account or via a Roth or traditional IRA, individuals may also invest in gold indirectly through a variety of funds, gold mining corporation stocks, and other vehicles, including exchange - traded funds (ETFs) and exchange - traded notes.

They can be a pain if you hold the mutual fund in a taxable account because the distributions are taxable whether you have them reinvested or not.

The amount of money in an account at the start of the business day, including all deposits and withdrawals posted the previous night, whether or not the funds have been collected.

Before rolling over the proceeds of your retirement plan to an Individual Retirement Account (IRA) or annuity, consider whether you would benefit from other possible options such as leaving the funds in your existing plan or transferring them into a new employer's plan.

If you don't have an overdraft protection plan in place — say, a savings account linked to a checking account — your bank will likely assess a fee for each individual insufficient funds transaction you make, whether that's an automatic payment from a savings account; an automated teller machine, or ATM, transaction; or a bounced check.

Banks, on the other hand, charge account holders fees against overdrawn accounts for each transaction that places or keeps the account in the red, whether they allow transactions to go through or reject them with a «non-sufficient funds» designation.

You'll pay taxes on mutual fund distributions (unless the mutual funds are held in tax - advantaged accounts such as individual retirement, 401 (k) and 403 (b) accounts), whether you receive your distributions in cash or reinvest in additional fund shares.

If you have a daily debit, you'll want to confirm whether or not your account will be debited every day or every business day, so you can be prepared and ensure you have adequate funds in the business account to cover the debits.

Even if funds in your American Express Serve Account (whether held by us or held in a Custodial Account) are protected from claims by our creditors, in the unlikely event of our insolvency, it is possible that you will not have access to those funds while court or other legal proceedings are ongoing.

My wife and I have about $ 1 million in stock and bond funds in 401 (k) s, IRAs and other retirement accounts, but are wondering whether to buy an annuity when we retire within the next few years.

Other than state taxes in a taxable account, you'll pay the same tax rates on a CD, Treasury, or taxable bond fund earnings, whether in a taxable account or upon distributions from a tax - deferred account.

The biggest benefits of having an IRA account with the mutual fund company that issues the fund you want to invest in is there will be no additional charge when buying or selling shares of the fund, which isn't the case most of the time if you invest in the fund through a third party, whether it's another fund company or broker.

Once the rollover is completed and the check is deposited into your E * Trade IRA account, you can choose to invest in whatever investments that E * Trade has to offer, whether it's mutual funds, stocks, or ETFs.

Now that after an understanding of the business, a bad credit small business loan options can qualify for funding options whether long term or short funding requirement, with alternative finance, with our offerings with easy paperwork, no collateral, all credit histories, bad credit ok you will have money funded in your account within a few days and not years.

I'm trying to decide whether to invest my savings in a managed account or a target - date retirement fund.

Next thing I have to investigate is whether all our mutual fund distributions, in both my wife's RIF, and in our joint margin account, are coming through like they are supposed to.

At that time, the child takes control of the account, and funds in it can be used for any expense, regardless of whether it is education - related.

The protections for funds deposited or earned by customers in connection with trading in security futures contracts differ depending on whether the positions are carried in a securities account or a futures account.

I recently had coffee with a hedge fund manager when we got on the subject of whether you could apply the same sort of ideas you do in a personal account, a $ 100 million value fund, etc. in a $ 1 billion or $ 5 billion value fund.

All of the funds in a joint account may be used to repay the debts of any co-owner, whether they are owed individually, by a co-owner, jointly with other co-owners, or jointly with other persons or entities having no interest in your account.

If you hold an ETF in a taxable account, you will receive a T - slip every spring that spells out the amount of dividends paid by the fund, and you'll be taxed annually on that amount, whether or not you have a DRIP in place.

Whether you know in advance or need cash in a flash, Black Friday loans take only minutes from application to approval, and a single business day to put funds in your account.

Whether your beneficiaries will come out ahead by inheriting money in tax - deferred or tax - free accounts depends on a number of factors, including your marginal tax rate when you convert savings to a Roth, your heirs» marginal tax rate when they withdraw the funds, how you pay the taxes on the conversion and how long the money remains in the Roth.

That means even without the DOL Fiduciary Rule a fee - only registered investment advisor is required to put their client's interest first, whether funds are in a retirement account or not.