Because the money was contributed on an after-tax basis, you can withdraw the contributions at any time without paying tax or penalty. The five-year rule states that as long as the account was ...

depreciation gives an owner ongoing tax breaks year after year, but reduces tax basis, creating pent-up gain that is realized on the sale of the property. These inheritance rules essentially allow ...

Tax-efficient funds are structured to maximize long-term capital growth, but on an after-tax basis. This leaves very little deferred tax, which lowers the future tax bill. Tax-efficient funds ...

on an after-tax basis, resulting in tax-free withdrawals during retirement. Contributions to traditional 401(k)s, which have been the default employer-sponsored retirement account in past years ...

The Treasury and IRS plan to withdraw regulations that labeled basis-shifting transactions among partnerships and related ...

even to make additional contributions on an after-tax basis," Fuller says. "If they have a good financial foundation, and they're looking for extra ways now to save, this can work very well." ...

a Roth IRA is funded with contributions made on an after-tax basis or through a 529 rollover (after 2024). Because of this, Roth IRAs are considered to be tax-advantaged, and there are strict ...

Those are clients that are tax-sensitive, that think about returns already on an after-tax basis," Kelly said. "What our tax-aware suite does is it challenges the idea that the way to maximize ...