Q. Which investments are taxable, tax-free, and tax-deferred?
A. Here is a list for your reference:
Taxable investments: checking accounts, saving accounts, CD, brokerage accounts, real estate
Tax-free investments: Roth 401k, Roth 403b, Roth IRA, Municipal bond interest, Cash value life insurance
Tax-deferred: 401k, 403b, 457 plan, Traditional IRA, Simple/SEP IRA, Annuities, Saving bonds, HSA
A. Here is a list for your reference:
Taxable investments: checking accounts, saving accounts, CD, brokerage accounts, real estate
Tax-free investments: Roth 401k, Roth 403b, Roth IRA, Municipal bond interest, Cash value life insurance
Tax-deferred: 401k, 403b, 457 plan, Traditional IRA, Simple/SEP IRA, Annuities, Saving bonds, HSA
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