Taxable Account

/ˈtæksəbəl əˈkaʊnt/

Definitions

  1. (n.) An investment or brokerage account subject to taxation on earnings, dividends, and capital gains under applicable tax laws.
    She held her stocks in a taxable account, so dividends were included in her annual income tax return.

Forms

  • taxable account
  • taxable accounts

Commentary

The term emphasizes the tax treatment of the account’s earnings, which differ significantly from tax-advantaged accounts such as IRAs or 401(k)s.

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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