Tax-Deferred Account

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Tax-Deferred Account

1. See: 401(k).

2. See: Traditional IRA.
References in periodicals archive ?
Basically, there is now an increased incentive to hold dividend-paying and higher-risk/return long-term equity investments outside of tax deferred accounts, and ordinary income, safety-oriented investments (such as taxable bonds, certificates of deposit, treasuries, etc.
Hom said the Schwab 1000 Fund can serve as the core holding for many investors' portfolios and may be appropriate for taxable accounts as well as tax deferred accounts such as IRAs and 401(k).
Tax Wise Retirement Distribution Planning suggests the conventional sequence for tapping retirement assets -- access taxable accounts (such as a taxable savings account) first, partially tax deferred assets (such as stock or a mutual fund held outside of an annuity or qualified plan) second, and tax deferred accounts (an IRA, annuity or qualified retirement plan) last -- may not be the most economical course for asset longevity or maximum wealth transfer.