Multinationals in this group have been very vocal in their opposition to a rollback of deferral tax breaks.
Warning: You'll pay for MLPs' tax deferral in added tax complexity.
Tax Deferral: Pre-tax contributions allow you to defer the taxes until you withdraw the money from your plan.
Another selling point of MLPs is tax deferral. (So hold MLPs in a taxable, not a tax-deferred, account.) The deferral works like this: In your early years of owning an MLP, most of your cash payout counts as a return of capital--it isn't taxable, but it reduces your basis in the MLP shares.
An open question: whether Mr. Slott will pay his conversion taxes at this year's top rate of 35% or elect a one-time deferral into tax years 2011 and 2012.
WSJ: Tax Report: How the Experts Are Handling Their Own Roth IRA Conversions
That way you'll prolong the tax deferral in your iras and reduce your current tax bill.
Mitt Romney wants to expand the tax deferral for overseas operations by adopting a territorial tax system, under which U.S tax would never be imposed on income earned by Foreign Co. from non-U.S. sources.
Unless the tax deferral is truly important, you might be better off investing in tax-efficient mutual funds or ETFs until you need the money, and then converting it into an immediate annuity.
The tax deferral strategy pays off faster if your capital gains are subject to state income tax as well as federal tax, Thomas notes.
Even if your withholding rate rises because of possible tax-rate increases after 2012, you can develop a tax-deferral strategy if the flat rate is less than your marginal tax rate.
FORBES: Year-End Tax Planning Tips For Stock Options And Restricted Stock
For the rest of your portfolio, see the Janet Novack story on tax deferral strategies.
That's not steep given the tax deferral, says Bernard Kent, a Detroit partner with PricewaterhouseCoopers.
By contrast, if an estate is named as beneficiary, tax deferral is cut short.
The main advantage you often hear about with deferred annuities is the tax deferral.
And let us never forget, or let the Government forget, the difference between tax relief and tax deferral.
Tax deferral backfires when it converts dividends and long-term gains taxable at 15% into ordinary income taxable at 35%.
For example, it's easier for heirs to stretch out the tax deferral on your IRAs if they inherit them directly.
Yes, retirement savers get a pretty nice carrot to incentivize saving in the form of tax deferral and company matches.
Members of the armed forces may qualify for a deferral of income tax payments due before or during military service.
Both variable and fixed annuities are usually sold as general investment vehicles with tax deferral until the funds are withdrawn.
At one time it was believed that this roundabout sliver of life insurance was necessary to get the tax deferral.
For example, if you leave an individual retirement account to a bypass trust, it cuts short the IRA's income tax deferral.
Under current tax law, this tax deferral is of very limited value.
Tapping an IRA means sacrificing decades of potential income tax deferral.
He walked away with an extraordinary degree of autonomy at Liberty, a nice boost in his net worth and a nifty tax deferral.
It's an open question whether the IRS will treat the transaction as an installment sale eligible for tax deferral, warns Atlanta attorney McGrath.
If your workplace plan shuts down, your employer would typically help you roll your assets into an IRA to preserve your tax deferral.
Thomas calculates that the tax deferral strategy wins over a sale today if the asset grows more than 77% during the deferral period.
Would it make sense to invest via a 529 plan with no intention of using the money for education, just to get the tax deferral?
As a little-known byproduct of the year-end fiscal cliff deal, beginning in 2013, taxpayers may be forced to pay a penance for previous tax deferral.
FORBES: Business Owners Could Find Their Tax Deferral Backfiring
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