Tax-Deferred

Tax-deferred annuity An investment vehicle generally used to create income for retirement. Pretax dollars are invested by an employer for an employee to provide a future stream of income to the employee for either a fixed number of years, or for life.

Tax-deferred retirement plans in day trading or swing trading systems, and the relevance of Tax-deferred retirement plans to investing. Disclaimer V1.0 ...

Tax-deferred investments can provide investors with valuable savings. Essentially, tax-deferred investments allow investors to save money in the present, dealing with taxes in the future.

Tax-deferred, qualified retirement account for self-employed persons and employees of unincorporated businesses. Contributions and earnings are deductible from gross income and grow tax-deferred until withdrawn (certain restrictions apply).

Tax-deferred retirement schemes that can be started by anyone who earns employment income.

Tax-deferred income Dividends, interest, and realised/unrealised capital gains on investments in an account such as a qualified retirement plan, where returns are not subject to taxation until a withdrawal is made.

Tax-deferred account An account used to postpone taxes until a later date, such as a traditional IRA, employer-sponsored retirement plan, or annuity.

Tax-deferred Payment of taxes not due until a time in the future. Thin market ...

Tax-Deferred In which an investment allows an investor to postpone paying taxes on money put into the investment until the investor literally takes possession of the money invested.

Tax-deferred pension account designated for employees of unincorporated businesses or for persons who are self-employed, either full -time or part-time. Kicker ...

Tax-deferred retirement plans Employer-sponsored and other plans that allow contributions and earnings to be made and accumulate tax-free until they are paid out as benefits.

Tax-Deferred: Description of an investment whose earnings are not taxed until they are distributed to an investor.

A tax-deferred investment product sold by insurers, banks, brokerage firms and mutual fund companies. Fixed annuities provide a rate of return that is fixed for a year or so but then can move up and down.

401K Plan A tax-deferred defined contribution retirement plan offered by an employer. 403B Plan A tax-deferred annuity retirement plan available to employees of public schools and certain non-profit organizations.

Keogh Plan - Tax-deferred retirement plan for a self-employed and unincorporated person or a person who has earned extra income aside from regular employment through personal services. Return to Top ...

Keogh plan: A tax-deferred retirement-savings plan for small-business owners or self-employed people who have earned income from their trade or business. Contributions to the Keogh plan are tax deductible ...

A Keogh plan is a tax-deferred retirement savings plan for people who are self-employed, and is much like an IRA. The main difference between a Keogh and an IRA is the contribution limit.

salary reduction The tax-deferred contributions withheld from an employee's salary in order to financially maintain a retirement plan. Salary Reduction Simplified Employee Pension Plan Abbreviated as SARSEP Plan.

Individual Retirement Account (IRA) A tax-deferred retirement account set up with a financial institution such as a bank, broker, or mutual fund in which contributions may be invested in many types of securities such as stocks, bonds, ...

The account is tax-deferred. Contributions may be deductible. Inheritance Tax A tax placed on heirs for the right to receive property from another at death. Interest The price paid for the use of money. Investment ...

An individual's reinvestment of assets received as a lump-sum distribution from a qualified tax-deferred retirement plan such as a corporate pension plan.

A tax-deferred retirement savings plan similar to a conventional 401(k) plan, redesigned with specific rules to meet the needs of small employers.

Qualified plan or trust: A tax-deferred plan set up by an employer for employees to build up savings, which are paid out at retirement or upon termination of employment.

A federally approved, defined-contribution retirement program that permits small-business owners and self-employed workers to set aside savings on a tax-deferred basis.

A variable annuity similar to a tax-deferred mutual fund. Your premiums could be invested in individual stocks and mutual funds to real estate and certificates of deposit.

Traditional IRA's are "tax-deferred" accounts that are funded with pre-tax dollars and in most cases you get a deduction for your contributions. When distributions are taken from the account, those funds are taxed.

Registered Retirement Savings Plan (RRSP): A tax-deferred retirement plan that allows individuals who have not reached the age of 71 to set aside sums of money, within limits.

Annuities also offer tax-deferred growth of earnings and a death benefit that will pay your beneficiary a guaranteed minimum amount, such as your total purchase payments.

I like that the monies made in a 401(k) are tax-deferred. I like the company's 70 to 100 percent company match (it differs every year with my company) up to 6 percent of my contribution.

ETFs offer little or no advantage over index funds for tax-deferred, long-term, retirement investors, because such investors typically conduct little if any trading and tax issues are of little concern for them.

The removal of funds from a fixed-term investment before the maturity date, or the removal of funds from a tax-deferred investment account or retirement savings account (such as an IRA) before a prescribed time, ...

Investments in 529 plans grow federal income tax-deferred, and, when assets are withdrawn for qualified higher education expenses, the earnings are federal income tax-free. State and local taxes may apply.

Invest at least to the maximum contribution needed for the maximum match. This is a tax-deferred raise. If you don't receive a match, invest anyway. If you can invest more than the contribution needed for the maximum match, do it.

If you don't have a 401(k) at work or you've maxed it out (good for you!) and you're looking for tax-deferred investments options consider an IRA.

Part of it authorized the creation of a tax-deferred savings plan for employees. The plan got its name from its section number and paragraph in the Internal Revenue Code -- section 401, paragraph (k).

Capital accumulates tax-free, often through investment in a mutual fund, and is converted to an income stream at a future date (usually retirement). All monies held in the annuity accumulate on a tax-deferred basis.

Individual Retirement Account (IRA): A retirement account that may be established by any person receiving income. IRA contributions are tax deductible according to certain guidelines, and the gains in the account are tax-deferred.

See also: Investment, Retirement, Count, Stock, Price