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.
That way you'll prolong the tax deferral in your iras and reduce your current tax bill.
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: Pre-tax contributions allow you to defer the taxes until you withdraw the money from your plan.
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.
Both variable and fixed annuities are usually sold as general investment vehicles with tax deferral until the funds are withdrawn.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.
The tax deferral strategy pays off faster if your capital gains are subject to state income tax as well as federal tax, Thomas notes.
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
Warning: You'll pay for MLPs' tax deferral in added tax complexity.
With a stretch-out IRA you leave the account to, say, your kids, and they keep the tax deferral going over their own life expectancies, which could be decades.
Under the old law, surviving spouses could roll the 401(k) money into their own individual retirement accounts, allowing them to stretch out distributions and tax deferral for decades.
If, for example, an IRA going partly to charity isn't split in time, other heirs lose the ability to stretch out payouts and tax deferral over their own lives.
Instead of getting a simple 1099 dividend form, MLP investors receive a more complex K-1 filing with varying degrees of tax deferral and sometimes even taxable income in multiple states.
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.
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.
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