Tax-Deferred Account

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Tax-Deferred Account

1. See: 401(k).

2. See: Traditional IRA.
References in periodicals archive ?
You can give people all the tax-deferred accounts you want, but if they don't have enough money it's not going to work," said Douglas Holtz-Eakin, president of the American Action Forum, and former chief economist to the Council of Economic Advisers under George W.
He adds that HSAs have benefits unique to any other kind of tax-deferred accounts.
Frustrated high earners atthe inflexibility of their other tax-deferred accounts.
Savings and investments not in tax-deferred accounts.
Less than 3 percent of families put money for college in tax-deferred accounts.
First, should the dollars come from regular taxable accounts or from tax-deferred accounts such as IRAs?
Withdrawals from tax-deferred accounts will show up as ordinary income in the year in which they are withdrawn.
Instead, he said that for many people, it "depends on how much money you have and how much you spend," adding that the "average person" should take from their tax-deferred accounts first.
Upgrades include Income Secure, which can evaluate all holdings across taxable and tax-deferred accounts as well as generate an individualized retirement income drawdown plan.
commodity and REIT mutual funds should be held in tax-deferred accounts whenever possible with small-cap equities located in taxable accounts.
Question 1: Do you want to grow your assets in taxable accounts, tax-deferred accounts or tax-free accounts?
If you anticipate needing to draw significantly from your IRA in the near term, removing funds today from your tax-deferred accounts by taking the NUA election makes particularly good sense if you have low-basis stock.