Tax-Advantaged

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Dictionary Says

Definition of 'Tax-Advantaged'

Any type of investment, account or plan that is either exempt from taxation, tax-deferred or offers other types of tax benefits. Examples of Tax-Advantaged investments are municipal bonds, partnerships, UITs and annuities. Tax-advantaged plans include IRAs and qualified plans.
Investopedia Says

Investopedia explains 'Tax-Advantaged'

Tax-advantaged investments and accounts are used by a wide variety of investors and employees in various financial situations. High-income taxpayers seek tax-free municipal bond income, while employees save for retirement with IRAs and employer-sponsored retirement plans. Selecting the proper type of tax-advantaged accounts or investments depends on an investor's financial situation.
Search results for

'Tax-Advantaged'

  • How After-Tax Rollovers Affect Your IRA

    http://www.investopedia.com/articles/retirement/04/092904.asp
    Consolidating retirement assets? Make sure you account
    for pre-tax and after-tax assets separately.

  • Clearing Up Tax Confusion For College Savings Accounts

    http://www.investopedia.com/articles/pf/07/college_savings.asp
    ... Over the years, the tax rules have evolved into a confusing array of tax-advantaged
    college savings accounts, tax credits and other tax breaks available to ...

  • Preferred Shares With Tax Advantages

    http://stocks.investopedia.com/stock-analysis/2009/Preferred-Shares-With-Tax-Advantages-ABN-E-BCS-C-ED-A1001.aspx
    ... For example, REIT preferreds, trust preferreds and all debt-based securities, to
    name but a few, will not qualify for tax-advantaged status, ie, the 15% tax ...

  • Education Savings Account: Avoiding Taxes On Distributions ...

    http://www.investopedia.com/university/retirementplans/esa/esa3.asp
    ... considered tax-advantaged accounts. If your child pays any tax on earnings or
    contributions, it's because you've disobeyed the ESA rules. ...

  • Investing In Oil And Gas UITs

    http://www.investopedia.com/articles/basics/08/oil-gas-unit-investment-trust.asp
    ... Investors who are seeking more direct, tax-advantaged exposure to oil and gas
    investments should consider oil and gas UITs, as the UITs can pass through ...

  • Starting Early With Financial Planning

    http://www.investopedia.com/articles/younginvestors/07/retirement_planning.asp
    ... Even those who save a decent percentage of their take-home pay, rarely plan for
    the future and fund tax advantaged accounts like they should. ...

  • How Will Your Investment Make Money?

    http://www.investopedia.com/articles/financial-theory/09/how-investments-make-money-income.asp
    ... corporate performance. Tax Advantages A few types of investments produce
    tax-advantaged income of various kinds. Working interests ...

  • Penn Virginia Still A Solid Resource Income Play

    http://stocks.investopedia.com/stock-analysis/2011/Penn-Virginia-Still-A-Solid-Resource-Income-Play-PVR-BTU-ANR-WLT-ARLP-NRP-ACI0804.aspx
    ... thermal coal reserves and operating midstream gas assets is a cash-generating
    proposition, and Penn Virginia offers investors a tax-advantaged income stream ...

  • Professional Correspondence That Pushes The Envelope

    http://www.investopedia.com/articles/financialcareers/07/sales_literature.asp
    ... However, ABC Investments would like to make you aware that we have several
    tax-advantaged products that may decrease the impact of taxation during fund ...

  • How The Wealthy Slash Their Income Tax Bills - Investopedia.com

    http://financialedge.investopedia.com/financial-edge/1211/How-The-Wealthy-Slash-Their-Income-Tax-Bills.aspx
    ... It's just that the latter group may not be able to afford to take full advantage
    of tax-advantaged retirement contributions for the self-employed since they don ...

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