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Tax-Deferred
Tax-Deferred refers to investment earnings such as interest, dividends, or capital gains that accumulate tax-free until the investor takes constructive receipt of the gains.
Pension Plan Rules
Regulations and policies that govern how a pension plan operates, including eligibility, contributions, and benefits.
Roth IRA Contributions
Money put into a Roth IRA retirement account that has already been taxed at the current rate, meaning withdrawals in retirement are tax-free.
AGI
Adjusted Gross Income, which is gross income minus adjustments and is used to determine how much of your income is taxable.
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