The jockeying and the April 15 tax deadline are timely reminders that smart retirement planning involves taking advantage of ...

Income withdrawn from all types of deferred annuities is taxed as “ordinary income,” not long-term capital gain income. This tax treatment applies to fixed-rate, fixed-indexed, variable and ...

Investopedia contributors come from a range of backgrounds ... Master Limited Partnerships (MLPs) are pass-through entities, meaning they avoid double taxation and offer tax-deferred investment ...

To be clear, individuals shouldn’t avoid Taxed Later (Deferred ... state to state and you should consult a tax adviser on your individual state treatment of these instruments.