Tax-deferred refers to investment earnings that ... without paying taxes on it. Some rules apply. An elective deferral is money that your employer contributes to your retirement plan.

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

We asked financial professionals what they are telling clients about filing their returns this year and mitigating tax bills ...

LIFO tax rules dictate that earnings are always taxed first. Prior to the Tax Equity and Fiscal Responsibility Act of 1982, deferred annuities were subject to first-in-first-out (FIFO).

If you have money in retirement accounts, you may have to start taking required minimum distributions, or RMDs, when you turn ...

401(k) contributions are tax-deferred, reducing your taxable income ... the new funds right away to avoid any issues. 401(k) tax rules aren't that complicated, but they're too often overlooked.

By Brad Rhodes Tax deferral is a strategy in which you delay paying taxes on income until a later date. This can be achieved through investment in certain tax-deferred accounts. Your investment ...

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.

The rules that govern this type of transaction ... the lost opportunity for that money to continue growing tax-free or tax-deferred, as this can reduce the participant’s nest egg in their ...

Contributions to deferred annuities are tax-deferred, much like an IRA or 401(k), and the funds are not taxed until they are withdrawn from the account. “The tax gain is deferred until some ...