Given that your MAGI will also include income from other sources, such as dividend income and interest income from taxable bonds, avoiding municipal bonds will not necessarily allow you to avoid the increase in Medicare premiums. Also, investing in zero-coupon bonds likely won't allow you to ...
Premiums received on general obligation bonds are generally transferred to what fund?A. General. B. Debt Service. C. Internal Service. D. Special Revenue. 正确答案:B 分享到: 答案解析: B is corrent because the Debt Service Fund usually handles the repayment of General Long-Term Debt and the...
While the GMWB rider can protect 100% of premiums paid into the contract, it doesn't offer anyinflationprotection for retirement income. On apresent valuebasis, taking into account thetime value of money, a GMWB rider actually guarantees to return only about 62% of premium value (assuming a ...
For example, premiums from a life insurance policy would be invested in a long-term asset. Endowments. Large charities and university endowments invest their assets in markets to generate long-term investment income to support their goals. Many invest not only in stocks and bonds, but also in ...
A mutual fund that generates a consistent and minimum return is part of thefixed-incomecategory. These mutual funds focus on investments that pay a set rate of return, such as government bonds, corporate bonds, and other debt instruments. The bonds should generate interest income that's passed...
In general, the death benefit received from a life insurance policy is tax-free for the beneficiaries. This means that the beneficiaries do not have to include the death benefit as taxable income when they receive the payout. The tax-free nature of the death benefit is one of the key adva...
3. Identify Total Liabilities:Find the total liabilities section on the balance sheet. This includes current liabilities, such as accounts payable, short-term loans, and noncurrent liabilities, such as long-term loans and bonds payable. Add up all the individual liability values to obtain the tot...
'One of the best options' for cash If you're a higher earner, you may considermunicipal bonds, muni bond funds or muni money market funds, experts say. There are no federal taxes on interest accrued on these assets and you could even avoid state and local levies, depending on where you...
This index measures the performance of a wide spectrum of public, investment-grade, taxable, fixed income securities in the United States-including government, corporate, and international dollar-denominated bonds, as well as mortgage-backed and asset-backed securities-all with maturities of more than...
premiums in a variety of investments via sub-accounts. They may also offer benefits such as income riders and death benefits at an additional cost. However, there is no principal protection in this type of annuity. The risks involved are the same as investments in stocks, bonds, or mutual ...