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Tax-Deferred Investments

What Are Tax-Deferred Investments? Tax-deferred investments are financial products that allow you to postpone paying taxes on the earnings you generate until you withdraw the money in the future. This ...
Morningstar

Unlock Tax-Deferred Diversification: A 351 ETF Exchange is an Innovative Option for Investors in a Record-Setting Market, says Toews Asset Management

NEW YORK, Sept. 17, 2025 /PRNewswire/ -- Investors sitting on appreciated assets are seeding Exchange Traded Funds (ETFs) via a section 351 ETF Exchange, as they look to defer capital gains taxes, ...
Berkshire Eagle

Risks and rewards in adding new investments to your tax-deferred investment accounts

An executive order instructing the Labor Department to consider the pros and cons of adding several new investment choices to your tax-deferred investment accounts is underway. A decision on the ...
Morningstar

Aptus Capital Advisors Expands Active, Options-Based ETF Lineup with the Launch of the Aptus Deferred Income ETF (Cboe: DEFR)

Aptus Capital Advisors, LLC (Aptus) today announced the launch of the Aptus Deferred Income ETF (Cboe: DEFR), an actively managed ETF designed for investors seeking core fixed income exposure with the ...

401(k) Plans: What Are They, How They Work

A 401(k) plan is a tax-advantaged retirement account offered by many employers. There are two basic types—traditional and ...