Sentences with phrase «with qualifying assets»

The relief is limited to businesses with qualifying assets valued at less than # 100,000 at the time of the transfer.

Not exact matches

Contributions to HSAs are made with pretax dollars (in most states), assets grow tax - free, and distributions are tax - free if used to pay for qualified medical expenses or as reimbursement for such expenses.

The 504 CDC Program is designed to provide growing businesses with long - range, fixed - rate financing (up to $ 1 million for qualified applicants) for major expansion expenditures in the realm of fixed - asset projects.

What he ended up with was what he calls a «qualified pipeline» — people who would both be assets to the company and have already expressed an interest in investing in DraftKings, a company that's had buckets of trouble when it comes to regulation and may not be an investment target for everyone.

If you're trying to qualify for Medicaid, for example, some states consider a disclaimed inheritance as a recently transferred asset, which could affect your eligibility for the program, said Jeffrey Love, an attorney with Winne, Banta, Basralian & Kahn in Hackensack, New Jersey.

But the company that shows up next quarter could be a very different one: Layoffs of more than 1,700 people will be well underway, offices will be closed and assets sold, and Yahoo could be in discussions with «qualified strategic entities» such as Verizon about a sale of some or all of its core properties.

In most cases, they'll get an answer on their loan application with the same day (sometimes with the hour) without the need to collateralize a particular piece of real estate, inventory, or other had asset, making it possible for many healthy businesses that don't have collateral to qualify for a small business loan.

While I generally consider this advice to be wise, especially for inexperienced investors who should probably opt for something like an index fund, working with a qualified advisor or, if they are wealthy enough, an asset management group, the problem comes from the fact that if you find a truly outstanding business — one that you have conviction will continue to compound for decades at rates many times that of the general market, even a high price can be a bargain.

Because of the Durbin amendment, as of October 1, 2011, debit interchange is capped for transactions (21 cents, plus 5 basis points -LRB-.05 %), plus an additional penny for issuers that qualify for fraud) for debit cards issued by banks and credit unions with $ 10 billion in assets or more.

Fidelity said on Wednesday that its Shanghai - based unit has registered with the Asset Management Association of China (AMAC), qualifying it to create onshore investment products for Chinese institutions and wealthy individuals.

After seeking the guidance of a qualified attorney who is knowledgeable about relevant state laws to dividing assets, you can secure a comfortable retirement nest egg by working with a divorce financial planner to assess your retirement planning options and build a sound foundation for your late - in - life finances.

Another way to qualify for a conforming loan with a lower credit score is to save money: Fannie Mae's eligibility matrix drops the minimum credit score by 20 points if you can show that you have enough assets to cover 2 to 6 months of monthly mortgage payments.

Also, realize that you and your former spouse can either agree to divide the account or choose to take all of these qualified retirement account funds after offsetting its value with other assets.

The Board has concluded that Mr. Nickerson is qualified to serve as a Director because, among other things, he has over 30 years of experience in oil and gas operations, with a focus on midstream asset development and management, a critical element of the Company's current strategy.

Our clients have access to flexible programs and options — construction financing, 100 - percent financing with the pledge of qualified assets in lieu of a cash down payment, and hybrid mortgages — often closing within 30 days.

Edward Jones recommends that you work with a qualified attorney who can help you create a trust or other plans to manage the assets on your loved one's behalf.

With growing numbers of clients with substantial portions of their assets in qualified retirement plans, it is more important than ever to understand how these unique accounts can affect their estate plWith growing numbers of clients with substantial portions of their assets in qualified retirement plans, it is more important than ever to understand how these unique accounts can affect their estate plwith substantial portions of their assets in qualified retirement plans, it is more important than ever to understand how these unique accounts can affect their estate plans.

If the eligible assets in your Pricing Group with Edward Jones are $ 250,000 or greater, you may qualify for a waiver of this fee.

Examples of these risks, uncertainties and other factors include, but are not limited to the impact of: adverse general economic and related factors, such as fluctuating or increasing levels of unemployment, underemployment and the volatility of fuel prices, declines in the securities and real estate markets, and perceptions of these conditions that decrease the level of disposable income of consumers or consumer confidence; adverse events impacting the security of travel, such as terrorist acts, armed conflict and threats thereof, acts of piracy, and other international events; the risks and increased costs associated with operating internationally; our expansion into and investments in new markets; breaches in data security or other disturbances to our information technology and other networks; the spread of epidemics and viral outbreaks; adverse incidents involving cruise ships; changes in fuel prices and / or other cruise operating costs; any impairment of our tradenames or goodwill; our hedging strategies; our inability to obtain adequate insurance coverage; our substantial indebtedness, including the ability to raise additional capital to fund our operations, and to generate the necessary amount of cash to service our existing debt; restrictions in the agreements governing our indebtedness that limit our flexibility in operating our business; the significant portion of our assets pledged as collateral under our existing debt agreements and the ability of our creditors to accelerate the repayment of our indebtedness; volatility and disruptions in the global credit and financial markets, which may adversely affect our ability to borrow and could increase our counterparty credit risks, including those under our credit facilities, derivatives, contingent obligations, insurance contracts and new ship progress payment guarantees; fluctuations in foreign currency exchange rates; overcapacity in key markets or globally; our inability to recruit or retain qualified personnel or the loss of key personnel; future changes relating to how external distribution channels sell and market our cruises; our reliance on third parties to provide hotel management services to certain ships and certain other services; delays in our shipbuilding program and ship repairs, maintenance and refurbishments; future increases in the price of, or major changes or reduction in, commercial airline services; seasonal variations in passenger fare rates and occupancy levels at different times of the year; our ability to keep pace with developments in technology; amendments to our collective bargaining agreements for crew members and other employee relation issues; the continued availability of attractive port destinations; pending or threatened litigation, investigations and enforcement actions; changes involving the tax and environmental regulatory regimes in which we operate; and other factors set forth under «Risk Factors» in our most recently filed Annual Report on Form 10 - K and subsequent filings by the Company with the Securities and Exchange Commission.

With plenty of holes to fill, and a seemingly plentiful war - chest of assets from Suning, Inter only snatching up a few youth - team players, a backup keeper, a young center back, and a talented (albeit aging) midfielder doesn't qualify as the fireworks signings we've been expecting.

You fund this trust with cash or appreciated assets — and may qualify for a federal income tax charitable deduction when you itemize.

In an interview with Joy News, John Boadu said he did not understand how the EC will make assets declaration a requirement for qualifying as a candidate to stand for the upcoming election.

Anyone with less than $ threshold of assets and income qualifies, with one caveat: if you're an unemployed able - bodied adult (not disabled, child or senior), you must qualify also for «able - bodied adults between 16 and 60 must register for work, accept suitable employment, and take part in an employment and training program to which they are referred by the local office».

The state may subsidize bond financing by supplementing local tax revenue for debt service and may also guarantee bonded debt with state assets, which can help schools qualify for more favorable rates.

Open a new qualifying account with BMO InvestorLine or fund a qualifying existing account, with at least A) $ 100,000; B) $ 200,000 or C) $ 300,000 + in net new assets and you may be eligible to receive up to A) $ 200 or 20 commission - free equity trades; B) $ 400 or 40 commission - free equity trades; or C) $ 750 cash back or 75 commission - free equity trades.

However, if you have investible assets of $ 25,000 or more, you qualify for a free consultation with a professional investment advisor.

Also, the now mainstream investment becomes more correlated with risk assets generally, because the actions of institutional investors chasing past returns is common to much of what qualifies for asset allocation.

The program is called «streamline» because it requires no income or asset documentation and no appraisal; your current credit score with past FHA payment history is all that's needed to qualify!

Open and fund a new qualifying account at BMO InvestorLine with at least A) $ 100,000 - $ 249,999; B) $ 250,000 - $ 499,999 or C) $ 500,000 + in net new assets and you may be eligible to receive either: A) $ 250 cash back OR 125 commission - free trades; B) $ 500 cash back OR 250 commission - free trades; C) $ 1000 or 500 commission - free trades.

Contributing long - term appreciated assets to a qualified charity can be a highly effective tax strategy for eliminating capital gains taxes, especially for people with investments that have increased significantly in value.

Another way to qualify for a conforming loan with a lower credit score is to save money: Fannie Mae's eligibility matrix drops the minimum credit score by 20 points if you can show that you have enough assets to cover 2 to 6 months of monthly mortgage payments.

Additionally, you may want to consider maintaining at least a minimal qualified retirement plan account balance because, in the event you want to transfer or rollover qualified assets to your qualified retirement plan account in the future, to the extent it is allowed by your plan, your plan may require you to have an open account with a balance when your request is received by that plan.

Open a new qualifying account with BMO InvestorLine, and fund it with at least A) $ 100,000 or B) $ 250,000 in net new assets and you may be eligible to receive either A) $ 200 cash back and 100 commission - free equity trades or B) $ 600 cash back and 100 commission - free equity trades.

The portfolio contains all tax - qualified REITs with more than 50 percent of total assets in qualifying real estate assets other than mortgages secured by real property that also meet certain minimum size and liquidity criteria.

Open a new qualifying account with BMO InvestorLine or fund a qualifying existing account, with at least A) $ 50,000; B) $ 100,000 or C) $ 300,000 + in net new assets and you may be eligible to receive up to 20 commission - free equity trades plus A) $ 50 cash back; B) $ 150 cash back or C) $ 500 cash back.

The amount you qualify for is based on your credit scores, income, financial assets, and if necessary, the collateral you secure it with.

For clients with balances or assets between $ 250,000 and $ 499,999, there is a «Silver Star» program and for those with $ 500,000 or more, those clients qualify for the «Gold Star» program.

Open a new qualifying account with BMO InvestorLine or fund a qualifying existing account, with at least A) $ 100,000 or B) $ 250,000 + in net new assets and you may be eligible to receive up to A) $ 300 or B) $ 750 cash back.

Whether purchased with your qualified or non-qualified savings, a DIA turns your assets into guaranteed income for life.

The few stocks that do have a positive net current asset value are generally trading a substantial premium to that value, with the exception of NWD and ZING, which qualify as Graham net nets.

Many young investors get started with asset allocation at work with a 401 (k) or an equivalent qualified plan.

For example, Scotia iTrade enables clients with combined assets of at least $ 50,000 across all Scotiabank services to qualify for $ 9.99 / trade pricing and CIBC Investor's Edge has enabled different individuals within the same household to pool assets or trading activity, however adding different people from (potentially) different addresses to a group in order to form a pool is not something other brokerages offer.

Open a new qualifying account with BMO InvestorLine or fund a qualifying existing account, with at least A) $ 50,000; B) $ 100,000 or C) $ 250,000 + in net new assets and you may be eligible to receive up to A) $ 50; B) $ 100 or C) $ 300 cash back.

When getting pre-qualified, you will provide us with a picture of your financial situation (debt, income and assets) and we will use that information to give you an idea of what size mortgage you may qualify for.

Fiera Capital's European Division is a specialist emerging and frontier markets asset manager, with a highly qualified investment team of dedicated investment professionals at its heart.

Extra points if: As with the qualified charitable distribution, donating highly appreciated assets helps can help reduce risk in a portfolio at the same time it yields a tax benefit.

The significance of Encore Capital's recent move is that this is the first time since credit reporting left the pre-Fair Credit Reporting Act Dark Ages of almost 50 years ago, that credit reporting incentives similar to pay - for - delete are being brought out from the shadows, into daylight, and made available to millions of qualifying debt - holders burdened with Midland, Asset Management and other Encore Capital - owned debts on their credit reports.

What may seem unfair here or even ironic is that in some cases, an individual with a lot of assets, such as an expensive home or retirement investments may actually qualify for more aid than someone with fewer assets to their name but with a higher income.

Until March 10, 2014, BMO InvestorLine is offering clients who are funding their qualifying account (Cash, Margin, RSP, Spousal RSP or Corporate account) with at least $ 100,000 in net new assets and maintaining the account for a six - month period a cash back of $ 250 and 250 free trades for a 90 - day period.

Also, if you have $ 100K in total household assets with TDW, you qualify for their $ 9.99 commissions.