Hosted on MSN

Understanding Deferred Tax Assets: Calculations, Applications, and Real-World Examples

Anyone who has run a business of any size understands how confusing and, at times, complex the tax code can seem. So deferred tax assets (DTAs) can be challenging. However, understanding them is ...
CNN

A new rule means some 401(k) contributions will no longer be tax-deferred. Here’s who will be affected

A new rule is going into effect next year that will affect high earners who make “catch-up contributions” in their 401(k)s or other tax-deferred workplace retirement plans. The rule, which was created ...
Morningstar

Unlock Tax-Deferred Diversification: A 351 ETF Exchange is an Innovative Option for Investors in a Record-Setting Market, says Toews Asset Management

NEW YORK, Sept. 17, 2025 /PRNewswire/ -- Investors sitting on appreciated assets are seeding Exchange Traded Funds (ETFs) via a section 351 ETF Exchange, as they look to defer capital gains taxes, ...
Bloomberg L.P.

UBS Expects Gradual Rule Change on Swiss Deferred Tax Assets

Newly-proposed rules on how to value deferred tax assets will likely be introduced gradually, UBS Group AG Chief Financial Officer Todd Tuckner said, in a step that would delay their impact on the ...

Which Comes First? How to Prioritize Withdrawals from Brokerage Accounts, 401(k)s, and IRAs

Because everyone deals with a different set of circumstances, there's no single set of rules to tell you in which order to make your withdrawals. However, as the following scenario will show, a good ...