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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 ...
Star Tribune

Taxable, tax-deferred, tax-free: How to diversify your retirement portfolio

The Trump administration has unleashed a barrage of executive orders, policy initiatives and federal workforce layoffs. One thread that explains at least some of the administration’s actions is its ...
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, ...
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 ...
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 ...