How to Move Asset Between Tax Buckets
There are many methods available to right-size a bloated 401k or IRA account and beef up your Post-Tax asset. Tax buckets may be categorized as Taxable, Tax-Deferred, Pre-Tax, or Post-Tax accounts. Account examples and tax treatments are summarized in the table below. Detailed account characteristics are captured in “Tax Treatment of Investment and Retirement Accounts.” […]
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