Sentences with phrase «increase on a tax deferred basis»

Also, the monetary value can increase on a tax deferred basis.

Not exact matches

• A rollover allows you to transfer assets from your former employer's plan into an IRA without taxes or penalties • Assets continue to accumulate on a tax - deferred basis • Consolidating money from multiple employer plans into one account can increase administrative ease and potentially reduce fees

As with the other annuities, earnings in equity - indexed annuities increase on a tax - deferred basis, and holders pay income tax on their distributions.

Funds accrue on a tax - deferred * basis, which can help increase growth potential, but may be subject to additional taxes if withdrawn before age 59 1/2.

Given that the PEP and Pease limitation effectively operate as surtaxes on income that increase the marginal tax rate, planning for / around them occurs the same way any planning should occur based on marginal income tax rates: defer or minimize income when marginal rates are high, and accelerate income if / when marginal rates are low (to avoid higher rates in the future).

For example, the growth of this cash is allowed to increase on a tax - deferred basis, meaning that there will be no income tax due on the gain until the time it is withdrawn.

The cash value keeps increasing every year on a tax - deferred basis.

In this way, the interest grows on a tax - deferred basis, which increases your cash value.

He has assisted clients to facilitate 1031 tax - deferred exchange transactions, execute IRR and leverage analysis for short or long term holding periods and scrutinize cash on cash as well as return on equity functions to see feasibility of an increased investment base.