Wednesday, December 11, 2013

End of the Year Tax Planning for 2013 - Qualified & Non Qualified Plans

Qualified plans are generally popular because of pre tax or deductible contributions and tax deferral accumulation. Some employer sponsored defined contribution plans even match employee contributions to some degree. But ultimately those plans are subject to ordinary income taxation and could trigger Social Security benefit taxation. A new trend for lower tax bracket savers may be non-qualified tax deferred plans and/or Roth IRAs. Steve and Ken reintroduce Roth Conversions as an option to lower retirement income taxation.

About Steve Savant

Steve Savant

As the National Marketing Spokesperson for Ash Brokerage, Steve Savant looks forward to meeting financial professionals in every way possible - in person or by video through conferences and social media.

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