PeopleImages / Getty Images Tax-deferred refers to income or investment earnings that are not taxed until they are withdrawn, which is typically done in the future.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

When you were working, you deferred taxes in retirement plans ... A Roth conversion is a taxable event. Consult your tax advisor regarding your situation. Investments in securities are subject ...

A long and active retirement may be costly — and may even bump you into a higher tax bracket. Paying some taxes on your ...

Conventional wisdom holds that withdrawing money from taxable accounts first allows a retiree’s 401(k) assets to continue growing tax-deferred while also preserving Roth assets to potentially ...

For many Americans, 401(k) and other tax-deferred retirement plans represent the lion’s share of their investable assets. After all, why wouldn’t you want to contribute as much as possible to ...

A bill aiming to end the State of Tennessee’s grocery tax is still alive in the General Assembly but has recently received a negative recommendation in the Senate along with being deferred in ...