Sentences with phrase «immediate taxation»

They can enable assets you set aside for retirement or education funding to accumulate without immediate taxation.

Generally speaking, loans and partial surrenders from MECs result in immediate taxation to the extent that the cash value of the contract exceeds the premiums paid.

You can rebalance your portfolio without immediate taxation concerns because taxes on your earnings are deferred until you start withdrawing from the annuity.

Capital gains and dividends are sheltered from immediate taxation in traditional retirement accounts, such as 401 (k) s, but are ultimately taxed at (presently unknown) future income tax rates.

or education funding to accumulate without immediate taxation.

The main advantages include easier access to funding and the avoidance of immediate taxation and early withdrawal penalties on those funds.

Work with AXA Advisors» financial professionals to realize immediate tax benefits that can lower your taxable income and enable assets you set aside for retirement or education funding to accumulate without immediate taxation.

Individual Retirement Accounts (IRAs) can provide immediate tax benefits that can lower your taxable income and enable assets you set aside for retirement or education funding to accumulate without immediate taxation.

The rhetoric is that share repurchases allow investors to avoid the immediate taxation of dividends.