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Summary of The Best Investments for Tax-Deferred Accounts

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Summary of The Best Investments for Tax-Deferred Accounts

Tax issues are such a big part of investing that whole specialties and practices are devoted to them. Successful tax planning will have a big effect on your quality of life in retirement. It can save you tens of thousands of dollars, and who wouldn’t want that in their golden years? If you think of all the things you could have with that money, you will see why good tax planning is so important—and why there is such a demand for professionals who know how to maximize your savings.

What you have learned

  1. The Old and New Approaches to Tax-Deferred Accounts
  2. Rules of Thumb for Using Tax-Deferred Accounts
  3. Conditions for Using Tax-Deferred Accounts

Find out what you have learned