Sentences with phrase «within qualified accounts»

A strategy based on unpopularity could also be tax - inefficient, due to high turnover as unpopular stocks become more popular - although advisors can mitigate this by implementing the strategy within a qualified account.

Not exact matches

That deal gets even sweeter when you book four stays within the first 90 days of opening your account, or when you make $ 20,000 or more in purchases each calendar year — which qualifies you for Gold status.

To qualify for 0 % APR, balance transfers must be requested within 60 days of opening your new account.

To qualify for 0 % APR, balance transfers must be completed within 60 days of opening your new account.

Currently, deposits made into settlement accounts of market participants don't qualify as public deposits if they are interest - free and / or resolve client transactions within seven days.

To qualify, you must spend at least $ 4,000 on the card within the first three months of opening your account.

The trades will be credited to the enrolled account within approximately one week of confirmation of your qualifying net deposit.

The fixed rate assigned to a loan will never change except as required by law or if you request and qualify for the ACH interest rate reduction benefit (s); ACH interest rate reduction (s) apply when full payments (including both principal and interest) are automatically drafted from a bank account and will remain on the account unless (1) the automatic deduction of payments is stopped (including times during deferment or forbearance) or (2) there are three automatic deductions returned for insufficient funds within the life of the loan.

The credit will appear on your credit card account statement within 90 days of making $ 15,000 in qualifying purchases within the first 3 billing cycles after account opening.

To qualify for the early spend bonus on the Capital One ® Venture ® Rewards Credit Card you must spend at least $ 3,000 within the first 3 months of account opening.

«We also believe that there will be a greater emphasis placed on benefit riders with variable annuities to validate their compensation payments, as the Department of Labor has expressed skepticism regarding the tax benefits of certain products when used within tax - qualified accounts,» the report says.

A $ 45 credit to the account will appear within 1 - 2 billing periods after the qualifying purchase is made on SamsClub.com.

Additionally, you can qualify for a signup bonus after spending $ 2,500 within the first 3 months of opening your account — if you meet this requirement you earn 20,000 bonus points.

The fixed rate assigned to a loan will never change except as required by law or if you request and qualify for the ACH interest rate reduction benefit (s); ACH interest rate reduction (s) apply when full payments (including both principal and interest) are automatically drafted from a bank account and will remain on the account unless (1) the automatic deduction of payments is stopped (including times during deferment or forbearance) or (2) there are three automatic deductions returned for insufficient funds within the life of the loan.

To qualify, you must use the card to make $ 3,000 in purchases within 3 months of the account opening — this bonus is worth anywhere between $ 500 and $ 800!

To receive the bonus, you must: (i) qualify for a Checking account; (ii) open a new Checking account with a deposit of $ 25 or more; (iii) satisfy one or more of the following account requirements within the first full calendar month after account opening: have a minimum individual balance of $ 5,000 or minimum household balance of $ 10,000, make 5 or more purchases of at least $ 15 with your CEFCU Debit Mastercard linked to this new Checking account, or have direct deposits totaling $ 500 or more on this Checking account or associated Savings account; (iv) agree to receive your CEFCU account statements electronically, via CEFCU eStatements (excludes Credit Card eStatements), (v) maintain your open Checking account in good standing as of the bonus fulfillment date, and (vi) have a valid Social Security or Tax Identification number.

To qualify for the bonus offer, all you have to do is use your card once within 90 days your account is open.

To qualify (should you feel you really want to close your account), you must use their online bill pay feature at least three times and you must notify Everbank that you will be closing your account and why within 30 days of your 3 - month account opening.

(If you buy a longevity annuity within an IRA, 401 (k) or similar retirement account, you'll want to be sure it's been designated a QLAC, or Qualified Longevity Annuity Contract, and that you limit your investment to the lesser of $ 125,000 or 25 % of your account value.)

If you decide to go with a longevity annuity and plan to buy it within a 401 (k), IRA or similar retirement account, make sure you go with one that meets the new Treasury Dept. regulations and has been designated a QLAC, or Qualified Longevity Annuity Contract.

Each bonus normally requires a minimum spending quota within the first 90 days of account opening to qualify for the bonus.

In order to qualify for the bonus, cardholders must spend $ 1,500 on purchases within the first 3 months of account opening.

Qualifying transactions must post to your Credit Card account within 90 days of the date the account opened.

To qualify for the $ 50 satisfaction guarantee, you must have used our Online Bill Pay feature at least three times and your account must have been closed within 30 days of your three - month anniversary.

To qualify for the early spend bonus on the Capital One ® Venture ® Rewards Credit Card you must spend at least $ 3,000 within the first 3 months of account opening.

On the other hand, it seems that money taken out for a qualified first - home purchase can be put back into the same account within 120 days if not used for the purchase.

You must open this account by August 31st 2012 and fund it with $ 10 000 within 30 days of account activation to qualify.

To qualify, you must spend at least $ 4,000 within the first 3 months of account opening.

Balance transfer must occur within the first 90 days of account opening to qualify for the 0 % APR introductory offer and will be subject to a balance transfer fee of $ 5 or 3 % of the amount of each transfer, whichever is greater.

To qualify, you'll have to request the transfer within 30 days of opening your account.

You must also make at least one qualifying transfer from your new checking account to your new savings account within the first 90 days to be eligible for any bonus perks.

To qualify, you must make $ 500 in purchases within the first 90 days of the account being opened.

3) Investment gains within the account are also never taxed, as long as they are also used for qualified medical expenses.

To qualify, you must make at least $ 1,000 in purchases within the first 3 months of account opening.

To qualify, new users must make $ 1,000 in purchases within the first 4 months of account opening.

Money within 529 accounts can be used for any «qualified higher education expense», which can include; tuition and fees, room and board, books, and even money for a computer, computer software or internet access for the student.

With the Capital One ® Venture ® Rewards Credit Card you earn unlimited 2X miles per dollar spent on every purchase and qualifying new cardmembers have an opportunity to earn a one - time bonus offer of 50,000 miles once you spend $ 3,000 on purchases within 3 months from account opening.

If you qualify there is a one - time bonus offer of 50,000 miles once you spend $ 3,000 on purchases within 3 months from account opening, that's equal to $ 500 in travel.

To qualify for the $ 200 cash rewards bonus, a total of at least $ 1,000 in net purchases (purchases minus returns / credits) must post to your account within 3 months from the date your account is opened.

For balance transfers to qualify, they must be transferred within the first 4 months of opening their account.

To qualify for the early spend bonus on the Capital One ® Quicksilver ® Cash Rewards Credit Card cardholders must spend at least $ 500 in purchases within the first 3 months of account opening.

The referral gift will be deposited into your HSBC chequing account and your referred friends qualifying HSBC Premier, HSBC Advance, HSBC Performance Limited or HSBC Performance Unlimited chequing account within 15 business days after meeting the program's eligibility requirements.

The GIC Bonus Rate Offer is available for 1 - year Non-Redeemable and 1 - year Redeemable Guaranteed Investment Certificates that are issued in respect of deposits made in Canadian dollars for an amount between $ 1,000 CAD and $ 500,000 CAD; not held in any registered plan, such as Registered Retirement Savings Plan, RRIF or Tax Free Savings Account, and issued to one or more individuals who qualify for the HSBC RBWM Newcomers Program under s. 2 within 6 months of the opening of any sole or joint Eligible Account held or closed by such persons.

You must register for HSBC Online Banking within one (1) month of opening an eligible account, and be qualified as a Newcomer.

To qualify for the bonus, all you need to do is make any purchase on the card within 65 days of opening your account — this is easier to get than most signing offers.

For new cardmembers who qualify earn a $ 50 Statement Credit after your first card purchase within 90 days from account opening.

In order to qualify for a loan with Upstart, you must be a US citizen or permanent resident alien, be at least 18, not live in West Virginia, have a valid email account, be able to verify your name, date of birth, and Social Security number, have a full - time job or a full - time job offer starting within six months, or a steady part - time job or other source of regular income, and have a US bank account.

To qualify, consumers must spend at least $ 1,000 on purchases within the first 3 months of account opening.

To qualify, you must spend at least $ 10,000 in purchases on your card within the 12 months before your account anniversary.

To qualify, users must spend $ 2,000 in purchases within the first 3 months of opening their account.