Securities

Tax-Deferred

Tax-deferred means investment growth is not taxed until funds are withdrawn, typically in retirement. Traditional IRAs, 401(k)s, 403(b)s, and annuities offer tax-deferred growth, with contributions often being pre-tax and withdrawals taxed as ordinary income.

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Exam Tip

Tax-deferred = taxed LATER as ordinary income (not capital gains). 10% penalty before 59½. RMDs at 73. Examples: Traditional IRA, 401(k), annuities. No step-up in basis at death.

What is Tax-Deferred?

Tax-deferred refers to investment earnings that are not subject to taxes until the money is withdrawn from the account. This allows investments to grow and compound without the drag of annual taxation, potentially resulting in significantly higher account balances over time compared to taxable accounts.

How Tax-Deferred Growth Works

StageTax Treatment
ContributionOften pre-tax (reduces current taxable income)
Growth/EarningsNot taxed while in the account
WithdrawalTaxed as ordinary income when distributed

Tax-Deferred Account Types

AccountContribution TypeContribution Limit (2025)Who Can Contribute
Traditional IRAPre-tax (if deductible)$7,000 (+$1,000 50+)Individuals with earned income
401(k)Pre-tax$23,500 (+$7,500 50+)Employees of sponsoring employers
403(b)Pre-tax$23,500 (+$7,500 50+)Employees of nonprofits/schools
457(b)Pre-tax$23,500 (+$7,500 50+)Government/nonprofit employees
Deferred AnnuityAfter-tax (non-qualified)No limitAnyone
SEP IRAPre-tax25% of compensation (up to $70,000)Self-employed/small business

Tax-Deferred vs. Tax-Free Comparison

FeatureTax-DeferredTax-Free (Roth)
Tax on ContributionsNo (pre-tax)Yes (after-tax)
Tax on GrowthDeferred until withdrawalNever taxed
Tax on Qualified WithdrawalsOrdinary income taxNone
Best Tax ScenarioHigher tax bracket now, lower in retirementLower tax bracket now, higher in retirement
RMDs RequiredYes, at age 73No (Roth IRA)

Benefits of Tax Deferral

BenefitExplanation
Immediate Tax SavingsPre-tax contributions reduce current taxable income
Compound GrowthEarnings grow faster without annual tax drag
Tax Bracket ManagementMay be in lower bracket when withdrawing in retirement
Control Over TimingDecide when to realize income

Drawbacks of Tax Deferral

DrawbackExplanation
Ordinary Income RatesWithdrawals taxed at ordinary income rates (not capital gains)
No Step-Up in BasisHeirs pay income tax on inherited tax-deferred accounts
RMDsForced withdrawals starting at age 73
Early Withdrawal Penalty10% penalty if withdrawn before age 59½
Future Tax UncertaintyTax rates may be higher when you withdraw

Annuities and Tax Deferral

Annuity TypeFunded WithTax Treatment
Qualified AnnuityPre-tax dollars (IRA, 401(k))100% of withdrawal taxed as ordinary income
Non-Qualified AnnuityAfter-tax dollarsOnly earnings taxed; principal returned tax-free

LIFO Rule for Non-Qualified Annuities: Earnings come out first (taxable), then principal (tax-free).

Early Withdrawal Rules

RuleDetails
Age RequirementGenerally must be 59½ to avoid penalty
Penalty10% federal penalty + ordinary income tax
ExceptionsDeath, disability, 72(t) substantially equal payments, first home (IRA), education (IRA)

Required Minimum Distributions (RMDs)

AgeRequirement
Before 73No required withdrawals
At 73Must begin annual RMDs based on life expectancy
Penalty for Missing RMD25% of amount not withdrawn (reduced from 50%)

Tax-Deferred vs. Taxable Account Growth Example

Assume $10,000 invested for 30 years at 7% annual return, 24% tax bracket:

Account TypeEnding BalanceAfter-Tax Value
Tax-Deferred$76,123~$57,853 (after 24% tax)
Taxable~$54,000~$54,000
Advantage+$3,853More growth despite taxes on withdrawal

Exam Alert

Tax-deferred = growth NOT taxed until withdrawal. Contributions are typically pre-tax (reduce current income). ALL withdrawals taxed as ORDINARY INCOME (not capital gains rates). 10% penalty before age 59½. RMDs required at age 73. Examples: Traditional IRA, 401(k), 403(b), 457, deferred annuities. Compare to tax-free (Roth) accounts where qualified withdrawals are not taxed.

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