Simplistic Breakdown on Qualified vs Non Qualified Plans

by | Aug 1, 2022 | Qualified Retirement Plan | 5 comments

Simplistic Breakdown on Qualified vs Non Qualified Plans




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5 Comments

  1. Ernesto Castelan

    this video very old, is all this information up to date or still the same?

  2. Ryan Smith

    That’s not correct, you can contribute Roth into a qualified 401(k), the main difference is a qualified 401(k) has an IRS limit of $19,000, $6,000 for catch up, and allows pre and after Tax dollars, non qualified plan are typically “deferred compensation” plans and it mainly for the executives of a company and non qualified plans could be subject to discrimination unlike a qualified plan.

  3. Vince Regan

    a traditional ira is not a qualified plan

  4. Keith Clark

    Great video, but you are speaking way too fast. Just to let you know. Thanks

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