My F&M
Financial Terms & Definitions
If talking about finances feels like trying to learn a foreign language, we're here to help. As your trusted financial planners and investment managers, we want you to understand the terms, acronyms, and jargon that may arise during your financial journey.
From Amortization to Zero-Coupon, we've got you covered.
Here's our glossary of financial terms in alphabetical order to get you started.

Tax Deferral

Tax deferral occurs when taxes are delayed from being paid in the current year and are paid at a future point in time, typically when distributions occur. A common tax deferral scenario takes place when an individual makes qualified contributions to and investments grow within a traditional IRA. The individual will not pay taxes upon contribution or on any gains while invested, but will have to pay taxes upon withdrawal/distribution.

< Back to Glossary