The WealthAbility Show with Tom Wheelwright, CPA cover image

Retirement [7/7 Series Pt. 1]

The WealthAbility Show with Tom Wheelwright, CPA

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The Advantages of a Non-Qualified Plan

A non-qualified plan simply means, again, think about the control. It's not controlled by the government. You don't have to put it into Wall Street. They don't control when you take it out. So that is a non-qualified, so change qualified to controlled, okay? And you have a controlled plan, government controlled plan, or a government not controlled plan. What then is the benefit of going to anon-qualified plan, Andy? Well, I think you mentioned a lot of them, because when you go to a non-qualified plan, your ability to be creative,. Your ability to really expand to all the asset classes, it's just a lot

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