Non-Qualified v. Qualified money. Do I get a tax break for this type or that type of money? What are the differences between IRA/Roth IRA/401k/403b/SEP/Defined Benefit Pension? What does any of that stuff have to do with annuities, stocks, bonds, mutual funds or even life insurance?!
These are some of the most common question I hear from clients all across the country, from every walk of life. These terms, plans and products are so commonly thrown around, it is a wonder anyone has any money left at all!
In this show, I hope to take a whack at simplifying all these things and with any luck will be able to answer questions like:
How do all these different things work with each other?Which things can never be combined?How severely your taxes can be impacted by making one small mistake with one of these.and much more.
It is time to sit down, take a pencil, and learn these incredibly important terms and what they mean to you, your savings and your retirement.
Take 30 minutes to arm y