Posts Tagged ‘earnings’

Do S&P index funds only go up?

We have 23-24K in an AXA Equitable Tax Sheltered Annuity. It was established while my wife was a teacher. I have heard that AXA is rather fee orientated. In a short while the funds will be clear of any early withdraw penalties. We met with an investment counselor and he said we could invest in an S&P 500 index fund for 3, 5 or 6 years and our funds would have the potential to grow significantly. He also stated that our earnings would never go down. He stated that he would get paid, the investment company would make money and we could do as well as 12 or 14 percent. Is this correct!?!


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Can I move a mutual fund to a Roth IRA account and not pay any taxes?

I’ve got a Vanguard mutual fund in a non-retirement account. I’ve had it about 3 years now. I’d like to move it to a Roth IRA account, but I do not want this to be a taxable event. Is there any way I can do that? Or must I sell them, pay capital gains on the earnings, and then use that money to invest in a Roth IRA.


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Investment???

Joanna decided to invest the 0 that she had received as graduation presents. She earned 6% interest comounded monthly. How much interest did she earn with this investment after 3 years?

a) .54
b)
c) .34
d) 7.54
e) 8.34

If you invest 00 for 4 years in each of the following Guaranteed Investment Certificate (GICs), how much greater are your earnings with the best one than with the worst one?

1. 9% compounded annually.
2. 8.75% compounded quarterly
3. 8.5% compounded daily

a) .14
b) .69
c) .83
d) .04
e) .73


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Money market mutual funds versus On-line savings account?

Hi there … Assuming one gets the same yield (pre-tax) from money market mutual funds & on-line savings accounts, is there any advantage of one over the other? For example, is the tax treatment of earnings different? Apart from feedback, if u can refer me to any article/publication, that would be gr8 too. Thanks, in advance, for your help!


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What is the difference between common stock and retained earnings?

which one:
1) the common stock account increases due to paid capital, while the retained earnings account increases due to profitable operations.
2) the common stock account may sometimes have a negative balance, while the retained earnings account is always positive.
3) common stock is an asset account, while retained earnings is a stockholders equity account.
4) common stock has a normal credit balance, while retained earnings has a normal debit balance.


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Whats the difference between capital stock and retained earnings?

I am stuck using the accounting equation…

When you pay rent it decreases cash but does it decrease capital stock or retained earnings?

If you receive cash for fees earned, it increases cash but does it increase capital stock or retained earnings?

If you pay salaries does it decrease retained earnings or capital stock?

If you pay dividends it decreases cash but what else?

If you pay interest what does it decrease?

These are questions in the book that it says I should know how to do but I don’t. If you feel that you don’t want to give me the answers, than just tell me how? PLEASE, THANKS.


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