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Tax-deferred: Meaning, how it works + examples

Tax-deferred means delaying tax payments on investment earnings until you withdraw or otherwise receive them. IRAs are a common tax-deferred investment example.

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September 21, 2023

4 min read

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15 best tips for high earners to reduce taxable income (2024)

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.

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September 21, 2023

15 min read

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IRA rollover vs. transfer: Which option is best for your wallet?

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.

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September 21, 2023

7 min read

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14 best tax-free investments to build an efficient portfolio

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.

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September 21, 2023

10 min read