what are other tax shltered options after maxed out IRA account? TIA

#1 09-22-2005, 12:07 AM

Variable annuities, tax free mutual funds are other options.

All opinions and recommendations expressed are personal, and do not
represent those of any institution, or business. Furthermore, my
opinions and recommendations carry neither an implied nor an explicit
warranty

09-20-2005, 07:07 PM

Besides IRAs, there are 401(k) plans (if offered by your employer), 529
savings plans (if saving for higher education), and cash value life
insurance (if the goal is to pass on money to heirs).

The capital gains on a portfolio of individual stocks are tax deferred
until sales are made.

#-1 09-20-2005, 05:47 PM

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