
Retirement [7/7 Series Pt. 1]
The WealthAbility Show with Tom Wheelwright, CPA
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
00:00
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.