Qualified Plans:
Pay Me Now or Pay Me Later
Navigating The Complexities of Qualified Retirement Plans
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What's inside this FREE GUIDE?
What Are Qualified Plans?
Qualified Plans encompass various savings options regulated by the Federal government, designed to encourage retirement savings.
401Ks
IRAs
Pension Plans
What Do They Do?
They postpone the tax and...They postpone the tax calculation!
You have to ask yourself:
What tax bracket will you be in at retirement?
What deductions will you have when you withdraw the money?
How Can I Use Them?
How are you going to get your money out without paying all the taxes? If you could put yourself in a position to be able to get the money from your tax deferred account with deductions or without paying taxes, would you be interested in having that conversation?
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