• When Must Taxes Be Paid on IRA and Employer-Sponsored Retirement Funds?
• What Happens If I Withdraw Money from My Tax-Deferred Investments Before Age 59½
• What Is Tax Deferral?
• How Can I Benefit from Tax-Advantaged Investments?
• What Tax Deductions Are Still Available to Me?
• What Tax-Advantaged Alternatives Are Available?
• What Is the Estate Tax?
• What Is the Gift Tax?
• How Much Money Can I Put Into My IRA or Employer-Sponsored Retirement Plan?
• What Is a Required Minimum Distribution?
• What Are the Tax Benefits of Charitable Trusts?
• What Is the Tax History of the United States?
• How Can I Upgrade My Insurance — Tax-Free?
• How Can I Keep More of My Mutual Fund Profits?
• Is There Such a Thing as a Tax-Free Investment?
• What Is the Most Tax-Efficient Way to Take a Distribution From a Retirement Plan
• What Is the Capital Gain Tax?

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This material was written and prepared by Broadridge Advisor Solutions.
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