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Special Report on

Net Asset Value Transfers

net asset value transfers special research report Photo by www.infrastructure.gov.au
and can vary significantly from fund to fund. The SEC now requires that most mutual funds report their after-tax returns in their prospectus . Typically, after-tax returns are shown using the highest individual federal income tax rate. They do not reflect the impact of state or local taxes. After-tax returns are presented in two ways:   Return after Taxes on Distributions includes the effect of taxable distributions by a fund to its shareholders and reflects the tax effect of a portfolio manager's purchases and sales of securities in the fund. The law requires a fund to make a capital gains distribution to shareholders ...
(buys and sells) the fund's investments in accordance with the fund's investment objective. In the U.S., a fund registered with the Securities and Exchange Commission (SEC) under both SEC and Internal Revenue Service (IRS) rules must distribute nearly all of its net income and net realized gains from the sale of securities (if any) to its investors at least annually. Most funds are overseen by a board of directors or trustees (if the U.S. fund is organized as a trust as they commonly are) which is charged with ensuring the fund is managed appropriately by its investment adviser and other service organizations and ...
REVIEWS AND OPINIONS
Estate planning for unmarried couples, Pt. 3 - Giarmarco, Mullins ...
dealt with basic gifting strategies for unmarried couples. This article will focus on several advanced gifting strategies that high net worth unmarried couples can use to reduce or eliminate death taxes. For unmarried couples with very large estates, fully utilizing the $13,000 annual gift tax exclusion and $1 million gift tax exemption may not be enough to significantly reduce the overall estate tax. Gifts in excess of the $1 million gift tax exemption are taxed at the same rates as estate transfers. In light of possible estate tax repeal or reform, many people are reluctant to make taxable gifts to reduce estate taxes. ... market research, surveys and trends
INDIAN CORPORATE LAW: Changes to Minimum Pricing Norms for ...
of securities by Indian companies to non-resident investors. He now follows it up with an analysis of the new RBI circular, which is hot off the press, that amends pricing norms for transfers of securities between a resident investor and a non-resident investor) This post discusses the revised guidelines issued by the RBI, vide A.P. (DIR Series) Circular No. 49, dated May 4, 2010 (“ New Circular ”), for the transfer of securities of Indian companies between a resident and a non-resident. This post is also a follow up on my previous where I discussed the recent amendment to the Foreign Exchange Management (Transfer or ... market research, surveys and trends

SURVEY RESULTS FOR
NET ASSET VALUE TRANSFERS

FundAlarm - Highlights & Commentary Archive
in various penalties, restitutions, and fee reductions.....As part of its settlement with the SEC and Eliot Spitzer's office, the Bank also agreed to persuade eight directors of the Nations funds to quit their jobs.....But the directors have unexpectedly discovered that they have backbones , and they may refuse to step down......What's behind this sudden uprising by the formerly vertebrate-challenged directors?.....The tale begins in May 2002, when the eight Nations directors voted to impose a 2% short-term redemption fee on certain Nations funds.....They also agreed to exempt some clients, who turned out to be market ... industry trends, business articles and survey research
Trustees Report Summary
Each year the Trustees of the Social Security and Medicare trust funds report on the current and projected financial status of the two programs. This message summarizes our 2009 Annual Reports. The financial condition of the Social Security and Medicare programs remains challenging. Projected long run program costs are not sustainable under current program parameters. Social Security's annual surpluses of tax income over expenditures are expected to fall sharply this year and to stay about constant in 2010 because of the economic recession, and to rise only briefly before declining and turning to cash flow deficits ... industry trends, business articles and survey research
RELATED NEWS
Indigenisation Regulations – a comment by John Robertson
The regulations giving force to Zimbabwe’s Indigenisation and Economic Empowerment Act have been amended to allow for different circumstances that might affect companies in different sectors and a few definitions have been tidied up. However, the basic unacceptability of a law that confers upon the State the power to dispossess targeted individuals or companies of productive assets is not addressed. The revised wording and more precise definitions do not make the legislation any less dam­­­­aging to the investment process, nor do they make the claimed “economic empowerment” objective any less dishonest. The belief that ... market trends, news research and surveys resources
Sundayview: Indigenisation is a political concept
THE regulations giving force to Zimbabwe’s Indigenisation and Economic Empowerment Act have been amended to allow for different circumstances that might affect companies in different sectors and a few definitions have been tidied up. However, the basic unacceptability of a law that confers upon the state the power to dispossess targeted individuals or companies of productive assets is not addressed. The revised wording and more precise definitions do not make the legislation any less dam­­­­aging to the investment process, nor do they make the claimed “economic empowerment” objective any less dishonest. The belief that ... market trends, news research and surveys resources

INFORMATION RESOURCES

Woodbury Financial Services, Inc. Guide to Investing
Net Asset Value Transfers –. Certain mutual funds allow you to buy Class A shares without paying the front-end sales load if you use the proceeds from ... technology research, surveys study and trend statistics
Invest Wisely: Mutual Funds
Over the past decade, American investors increasingly have turned to mutual funds to save for retirement and other financial goals. Mutual funds can offer the advantages of diversification and professional management. But, as with other investment choices, investing in mutual funds involves risk. And fees and taxes will diminish a fund's returns. It pays to understand both the upsides and the downsides of mutual fund investing and how to choose products that match your goals and tolerance for risk. This brochure explains the basics of mutual fund investing — how mutual funds work, what factors to consider before ... technology research, surveys study and trend statistics
BUILT-IN GAIN DISCOUNTS FOR TRANSFER TAX VALUATION: A RESOLUTION ...
2/23/2009 7:07 PM. 2009]. BUILT-IN GAIN DISCOUNTS FOR TRANSFER TAX VALUATION. 131 investment corporations.108 Under the net asset value approach, part of ...
REAL TIME
NET ASSET VALUE TRANSFERS
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QUESTIONS AND ANSWERS
WikiAnswers - How do certain ETFs like ProShare's UltraShort SP500 ...
How do certain ETFs like ProShare's UltraShort SP500 achive price movements that correspond to twice the opposite of the SP500 perfomance? Such things are achieved by means of so-called financial engineering. The fund managers obviously do not short 500 companies with a double leverage from margin. This is achieved by fund mangers thanks to the fact that some market participants (institutional investors that are counterparties to the funds) are willing to take both sides of the instrument - some investors are willing to double short and some to go 'double long' on the index. The funds for this purpose usually use ...
Google Answers: mother's sale of house and medicaid
The short and sweet question: How can I accept my mom's gift from the proceeds of the sale of her Florida house and have her immediately qualify for medicaid in Virginia as she currently does in Florida. Details: My 80 year old mother is on medicaid in Florida - other than her house she has no assets. Her health has deteriorated and she will be moving to virginia to live with us in early 2006. Florida Medicaid allows her to keep her house and still get medicaid. Now that she'll be moving, the sale of her house will net appx. $140,000. She wants to gift the money to me. We are jointly looking for the best ...