Physician Practice

In a tax-deferred account , how much is too much?

Physician Practice Perspective, April 1, 2004

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The 2003 Tax Act, which benefits individual equities and some mutual funds, is prompting advisors to reevaluate the use of tax-deferred accounts such as pension plans, individual retirement arrangements, and 401Ks. The new law knocked the tax rate for capital gains from 20% down to 15%, and sliced the rate for most dividends from 33% to 15%.

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