Tax-Advantaged Account

/ˈtæks ədˌvænˈteɪdʒd əˈkaʊnt/

Definitions

  1. (n.) A financial account that provides tax benefits, such as tax deferral or exemption, to encourage saving and investment.
    Contributions to a tax-advantaged account can grow tax-free until withdrawal.

Forms

  • tax-advantaged account
  • tax-advantaged accounts

Commentary

Tax-advantaged accounts are often used strategically in estate planning and retirement funding; precise definitions and benefits vary by jurisdiction and account type.

This glossary is for general informational and educational purposes only. Definitions are jurisdiction-agnostic but reflect terminology and concepts primarily drawn from English and American legal traditions. Nothing herein constitutes legal advice or creates a lawyer-client relationship. Users should consult qualified counsel for advice on specific matters or jurisdictions.

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