Series 22: 5.2. Retirement Plan Accounts: Qualified Vs. Non-Qualified Plans

Taken from our Series 22 Top-off Online Guide

5.2. Retirement Plan Accounts: Qualified vs. Non-Qualified Plans

Retirement plans were introduced in Chapter 1. We learned that they may be employer sponsored or an individual plan, and that they do not constitute a security.

At the heart of most retirement plans are two goals:

• to provide enough income to live off of in retirement

• to defer taxes until the participant is in a lower tax bracket, which usually occurs at retirement

Retirement p

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