A non-qualified plan, simply put, does not. A qualified retirement plan follows ERISA requirements. Qualified plans "qualify" ...

These plans offer upfront tax breaks and deferred taxation ... money into another tax-deferred option like a non-qualified annuity. Will my retirement lifestyle push me into the highest tax ...

You'll likely need to start using your retirement savings such as 401(k)s and pensions when you retire, and you'll probably need to pay taxes at your regular income tax rate on these withdrawals. You ...

Understanding the tax implications of annuities is key when planning for retirement. Annuities, and their tax benefits, are often misunderstood by clients but also by the financial advisers and ...

A SERP is a non-qualified retirement plan that doesn ... For example, if the company structures the plan as a life insurance policy, taxes are not paid on the contributions from either the ...

401(k) plans let you contribute pre-tax earnings, reducing taxable income ... Whichever type of qualified retirement plan you end up with, make sure you understand any rules associated with ...

A 401(k) is a type of qualified retirement plan. Within it, you can choose from a menu of investment options (generally mutual funds) where your money grows in a tax-advantaged manner. A brokerage ...