Sentence examples for account values from inspiring English sources

Although you must pay tax on the amount being converted, a decline in account values makes conversion a potential bargain right now, said Barry C. Picker, an accountant and financial planner with Picker, Weinberg & Auerbach in Brooklyn.

Of course, contributors to many other donor-advised funds have suffered recently, as account values plummeted.

The 2004 American Jobs Creation Act froze the account values in existing plans on the last day of that year.

The biggest blow to account values came when financial markets plunged in the autumn of 2008.

After comparing account values in a variety of funds and circumstances, C shares seem to be the cheapest of the alternatives most of the time.

The decline in account values for Schwab's 6.9 million customers came as the company reported the lowest level of monthly asset inflows since last October.

By December, Mr. Teeples's account value was down to $33,000 and he had $72 cash in his retirement account.

Mrs. Lieberman's portfolio consists of stocks and mutual funds valued at $18,000 to $90,000, and an individual retirement account valued at $63,000 to $405,000.

The index annuity, which started with $100,000 in October 1998, would have had an account value of $176,478 as of Friday's market close.

Assuming an annual return of 5percentt, Finra says that by the end of Year 5, the Dreyfus Premier fund Class A shares would generate an account value of $45,427.

Instead of getting a 5 percent guaranteed payout for life, the owner would get a lower payout based on a lower account value.