Sentences with phrase «expenses on a tax deferred basis»

Not exact matches

Contributions to a 529 plan not only earn money on a tax - deferred basis, but under current law distributions are also tax exempt when used to pay for qualified higher education expenses.

Working similar to retirement plans, 529s let you set aside chunks of money on a tax - deferred basis, letting income and capital gains accumulate within the account until you use them for college expenses.

Whole life policies do accumulate a cash value on a tax - deferred basis, however, the net rate of return is low when compared to a balanced investment portfolio and the insurance cost, expenses and method of determining the dividend scale / interest rate are not disclosed.

Affordable coverage for your entire life Level, fixed premium rates that will never change Building of cash value on a tax - deferred basis Access to policy's loan value1 through policy loans and withdrawals, if needed An option as part of your estate planning / funeral expenses The comfort that comes from knowing that you have secured the future for those counting on you