Advertiser disclosure
Tax-deferred means delaying tax payments on investment earnings until you withdraw or otherwise receive them. IRAs are a common tax-deferred investment example.
Written by
Phil Wettersten, Series 7 & 66
Phil Wettersten, Series 7 & 66
Head of Product Success
Phil holds both Series 66 and Series 7 credentials and previously served as an Investment Consultant at TD Ameritrade. At Playbook, he's the authoritative voice representing our customers, spearheading product enhancements and strategic planning. Phil's unwavering dedication keeps us ahead in delivering top-notch user experiences.
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Reviewed by
Theo Katsoulis, CFA
Theo Katsoulis, CFA
Head of Investments
Theo brings an extensive background in Institutional Asset Management. With a B.A. from Villanova University's School of Business, and having passed the rigorous Series 65 and CFA examinations, he brings significant expertise from portfolio management to understanding intricate financial infrastructures. As Head of Investments at Playbook, he ensures consumers receive exceptional diligence and care for their investment portfolios.
September 21, 2023
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4 min read
Advertiser disclosure
Learn how to reduce taxable income for high earners with these 15 simple tips. Plus, discover what baseline tax rules affect people with six-figure incomes.
Written by
Phil Wettersten, Series 7 & 66
Phil Wettersten, Series 7 & 66
Head of Product Success
Phil holds both Series 66 and Series 7 credentials and previously served as an Investment Consultant at TD Ameritrade. At Playbook, he's the authoritative voice representing our customers, spearheading product enhancements and strategic planning. Phil's unwavering dedication keeps us ahead in delivering top-notch user experiences.
•
Reviewed by
Theo Katsoulis, CFA
Theo Katsoulis, CFA
Head of Investments
Theo brings an extensive background in Institutional Asset Management. With a B.A. from Villanova University's School of Business, and having passed the rigorous Series 65 and CFA examinations, he brings significant expertise from portfolio management to understanding intricate financial infrastructures. As Head of Investments at Playbook, he ensures consumers receive exceptional diligence and care for their investment portfolios.
September 21, 2023
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15 min read
Advertiser disclosure
The difference between an IRA rollover vs. transfer is that a rollover changes the retirement account type while a transfer swaps the account’s custodian.
Written by
Phil Wettersten, Series 7 & 66
Phil Wettersten, Series 7 & 66
Head of Product Success
Phil holds both Series 66 and Series 7 credentials and previously served as an Investment Consultant at TD Ameritrade. At Playbook, he's the authoritative voice representing our customers, spearheading product enhancements and strategic planning. Phil's unwavering dedication keeps us ahead in delivering top-notch user experiences.
•
Reviewed by
Theo Katsoulis, CFA
Theo Katsoulis, CFA
Head of Investments
Theo brings an extensive background in Institutional Asset Management. With a B.A. from Villanova University's School of Business, and having passed the rigorous Series 65 and CFA examinations, he brings significant expertise from portfolio management to understanding intricate financial infrastructures. As Head of Investments at Playbook, he ensures consumers receive exceptional diligence and care for their investment portfolios.
September 21, 2023
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7 min read
Advertiser disclosure
The best tax-free investments to help you build a tax-efficient portfolio include tax-exempt mutual funds, exchange-traded funds, municipal bonds, and more.
Written by
Phil Wettersten, Series 7 & 66
Phil Wettersten, Series 7 & 66
Head of Product Success
Phil holds both Series 66 and Series 7 credentials and previously served as an Investment Consultant at TD Ameritrade. At Playbook, he's the authoritative voice representing our customers, spearheading product enhancements and strategic planning. Phil's unwavering dedication keeps us ahead in delivering top-notch user experiences.
•
Reviewed by
Theo Katsoulis, CFA
Theo Katsoulis, CFA
Head of Investments
Theo brings an extensive background in Institutional Asset Management. With a B.A. from Villanova University's School of Business, and having passed the rigorous Series 65 and CFA examinations, he brings significant expertise from portfolio management to understanding intricate financial infrastructures. As Head of Investments at Playbook, he ensures consumers receive exceptional diligence and care for their investment portfolios.
September 21, 2023
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10 min read