Sentences with phrase «understand qualified retirement plans»
• Better understand qualified retirement plans, non-tax-qualified plans and their taxation, Social Security, and how they all work together to pay your bills when the paychecks stop.
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With growing numbers of clients with substantial portions of their assets in qualified retirement plans, it is more important than ever to understand how these unique accounts can affect their estate plans.
The key to understanding a qualified annuity is to know that these are ALWAYS used in connection with a qualified retirement plan or an IRA, or perhaps a defined benefit plan (i.e. deferred compensation plan), or a 403 (b) account, TSA account.