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Wealth Management Glossary

Tangible Personal Property Tax-Deferred Investments Testamentary Trust Testate Throwback Rule Title Totten Trust Trade Date Tranches Trust Trust Agreement Trust Fund Trust Inter Vivos Trustee

Tax-Deferred Investments An investment whose earnings are not subject to state or federal tax until the investor assumes possession of them. Individual Retirement Accounts are common examples. See related terms: Individual Retirement Account (IRA)

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