PeopleImages / Getty Images Tax-deferred refers to income or investment earnings that are not taxed until they are withdrawn, which is typically done in the future. Tax-deferred refers to ...

The jockeying and the April 15 tax deadline are timely reminders that smart retirement planning involves taking advantage of ...

Deferred annuities offer powerful tax advantages. While annuity tax rules aren’t too complex, understanding them and properly naming beneficiaries assures you’ll get the maximum tax advantage.

Most investors have heard of asset allocation, but asset location is another story – and it could help investors with large tax-deferred savings reduce their tax bills in retirement. When It ...