accumulation period


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Accumulation Period

The period during which an insured person incurs eligible medical expenses to satisfy a deductible.

accumulation period

Health insurance The period during which an insured incurs eligible medical expenses to satisfy a deductible. See Deductible.
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The accumulation period finished when an individual track became mixed with others or sunset precluded tracking.
Therefore, when trying to decide whether variable annuities or mutual funds are more appropriate for a particular client situation, the results (particularly the analysis of comparable returns) depend on certain critical assumptions regarding the size of the differential in fees and loads, the rate of return, tax rates on ordinary income, qualifying dividends, and long-term capital gains, the turnover rate of the underlying investments, the length of accumulation period, and whether annuity distributions will be subject to a 10% penalty.
it+1] is defined as realized earnings-per-share in year t+1 minus the first forecasted earnings-per-share for year t+1 issued subsequent to year t's earnings announcement, deflated by price at the beginning of the returns accumulation period.
If the expected accumulation period of the TDV funds is sufficiently long to exceed the Table 3 breakeven point, the continued deferral makes economic sense.
They conclude that only under a situation where the marginal tax rate during the withdrawal period is higher than that during the accumulation period may one be better off not participating in the TDA plan.
The key variables that determine the breakeven holding period are the pretax rates of return for the annuity and the mutual fund, the taxpayer's tax rate during the accumulation period, the taxpayer's tax rate at the time the annuity is shed out, whether the annuity's earnings are subject to the 10% penalty ta:x, (see the sidebar on pages 74-75 for a summary of income tax rules affecting annuities) and the annual charges imposed on an annuity in excess of those charged a mutual fund with similar risk and return characteristics.
That is so not just for the retirement period but also for the accumulation period, she adds, especially since younger people don't have defined benefits plans to fall back upon.
Due to the wetter than normal winter in 1998 (Bureau of Meteorology 1998), the maximum accumulation period was 5 days.
Panel B of Table 5 indicates that two-day accumulation period rejection rates for the ABRET&VTRAN test exceed counterpart ABRET-only rejection rates (based on a 5 percent rejection rule) by 12.
Wednesday is the first day of the monthly accumulation period during which banks must have a required amount of reserves with the central bank.
Subject to some limitations, neither the annual savings nor the investment income is subject to income taxation during the accumulation period.