tax-advantaged account
C23015
concept
A tax-advantaged account is a financial account that offers special tax benefits—such as tax deferral, tax-free growth, or tax deductions—to encourage saving or investing for specific goals like retirement, education, or healthcare.
Observed surface forms (10)
- ABLE savings program ×2
- tax-advantaged retirement savings plan ×2
- tax-advantaged savings plan ×2
- individual retirement account ×1
- retirement savings vehicle ×1
- tax-advantaged investment account ×1
- tax-advantaged retirement account ×1
- tax-advantaged savings program ×1
- tax-deferred annuity ×1
- tax-deferred retirement plan ×1
Instances (11)
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403(b) plans
surface form: 403(b) plan
- Oregon ABLE Savings Plan via concept surface "ABLE savings program"
- MFS 529 Savings Plan via concept surface "tax-advantaged savings plan"
- Roth IRA via concept surface "individual retirement account"
- Thrift Savings Plan via concept surface "tax-advantaged retirement savings plan"
- U.S. Individual Retirement Accounts via concept surface "retirement savings vehicle"
- CalSTRS Cash Balance Benefit Program via concept surface "tax-deferred retirement plan"
- North Carolina 401(k) and 457 retirement savings plans via concept surface "tax-advantaged retirement savings plan"
- North Carolina ABLE savings program via concept surface "ABLE savings program"
- Tax-Deferred Annuity Program via concept surface "tax-deferred annuity"
- Missouri ABLE savings program via concept surface "tax-advantaged savings program"