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Retirement Videos 84 videos

Finance: What is a redemption charge?
8 Views

A redemption charge is a charge applied when you redeem shares of a mutual fund in a deferred commission purchase structure.

Finance: What is the Tax Reform Act of 1986?
4 Views

What was the Tax Reform Act of 1986? Hit play to find out.

Finance: What are Passive Investing and Passive Investors?
2 Views

What are Passive Investing and Passive Investors? Passive investing and passive investors are ones who opt to ride the market out over the long ter...

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Finance: What does "Tax Deferred" mean? 509 Views


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What does "Tax Deferred" mean? Tax deferred refers to investments in government approved accounts that allow a tax deduction for the contributions into the accounts and the taxes are not due until after the profits are withdrawn from the account. Tax deferred accounts include retirement accounts such as IRAs, education accounts like 529s, and health savings accounts.

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