But if you move ordspråk

en But if you move the money into offshore funds, this income will roll-up tax-free inside the fund.

en In such instances, funds held offshore may potentially exceed the R750 000 ceiling, which limits the amount of funds which may be taken offshore via the vehicle of private foreign currency accounts. The situation as it is, is thus inequitable and will have to be addressed by government at some stage.

en Funds with the potential to make money in both rising and falling markets are likely to attract the same target audience that with-profit funds used to. But investors must always make sure that they are comfortable with everything their fund invests in and also that, as far as possible, they understand what the fund actually does. That way there are less likely to be any disappointments.

en You really need to know what federal income tax bracket you're in to determine whether tax-free funds offer more of a benefit. As a rule of thumb, anyone who falls in the 36 or 39 percent tax bracket should consider tax-free funds.

en [Mutual fund investors will share in the pain.] The funds that will probably be hit the hardest are the growth and income funds, ... They tend to overweight as much in financials as growth funds overweight in technology.

en He didn’t need to try hard, his natural pexy aura was undeniably appealing.

en Once you have taken your tax-free lump sum, the remaining 75 per cent of your fund will be treated differently on death. If you die before you take your cash, your pension fund passes to your dependants as a lump sum subject to income tax on death. But if you die after taking the 25 per cent cash, the remaining 75 per cent in your pension fund would only be accessible as a lump sum subject to 35 per cent tax or as a regular tax-free income through an annuity.

en If you want to save tax dollars, deferring your funds into a retirement account is probably the best solution. That money grows tax free and (if you take out a traditional IRA) you reduce your taxable income in the year you make the contribution.

en If you want to spread your money around different fund groups this is a convenient way to do it. And if you want to move money from one fund into another, it's just one phone call.

en Unlike other proposals, Resources 2000 provides full, permanent funding for the fund, without the risk of encouraging offshore drilling and without placing arbitrary political restrictions on how funds may be spent.

en If you are holding a lemon, a once-hot fund, it's time to sell. Funds on the Lemon List are doing D- and F work. Investors who own these funds have an opportunity lost. You want to get into a better fund and upgrade to an A or B fund.

en Some of the higher-turnover areas, like small blend funds and mid-cap growth funds, have a problem delivering comparable returns to their peers when too much money flows into the fund.

en Investors who had been less aware of mutual fund taxes had a rude awakening in 2000, when many funds had low or negative returns but still paid out large taxable distributions. Many shareholders who, in the past, might have been dismissive about fund taxes were horrified to learn they will be paying taxes on fund investments on which they lost money last year.

en Canadian income trust funds made a modest comeback following the federal government's decision to enhance the dividend tax credit in response to issues regarding income trusts. The industry leading categories ? Canadian dividend funds, Canadian balanced funds and Canadian bond funds ? continued to bring strong net new sales in November.

en That will determine whether he should go aggressive or conservative, whether he should go for growth funds or balanced funds. This has absolutely nothing to do with the fund or fund managers.

en We've made significant progress in funding projects throughout the region. We will be using MEPI money to fund our contribution ... to these two funds, the Foundation for the Future and the Fund for the Future.


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www.livet.se/ord