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
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.
Powered by Ash Brokerage
At its core, Ash Brokerage is about Honoring the Impact ® in the lives of the financial professionals who choose to partner with us — we are an engaged group of individuals who really care. We help advisors and their clients protect those they care about in impactful, meaningful ways ... Simply put, we make a difference in the lives of people.Learn More >>
Give Us A Call: (800) 589-3000
© 2013 Ash Brokerage Corporation
This web site is for appropriately licensed independent advisors, insurance professionals and/or registered representatives. Not intended for public use.