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Taxed and Tax Deferral Accounts

In: The Bare Essentials Of Investing Teaching the Horse to Talk

Author

Listed:
  • Harold Bierman Jr.

    (Cornell University, USA)

Abstract

The following sections are included:Factors Leading to Retention in Tax Deferred AccountFactors Leading to Transfer to Taxed AccountIs Using a Tax Deferral Account Desirable?ExampleStock Placed in Taxed or Taxed Deferral AccountsExampleA Traditional IRAWithdrawalsExampleRoth 401 (K)A Tax Deferral Account (401 (K))Roth 401 (K)Tax Efficient FundsWhat are the Facts?Stocks or BondsMutual FundsSummaryAppendix 1 Is a Transfer from a Tax Deferral Account Desirable? A Numerical ExampleKeep the Investment in Retirement Account (Earn 0.10)Transfer to Taxed Account and RetainAppendix 2Questions

Suggested Citation

  • Harold Bierman Jr., 2007. "Taxed and Tax Deferral Accounts," World Scientific Book Chapters, in: The Bare Essentials Of Investing Teaching the Horse to Talk, chapter 8, pages 119-133, World Scientific Publishing Co. Pte. Ltd..
    • Handle: RePEc:wsi:wschap:9789812706744_0008
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