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Qualified Plan

Qualified Plan

The Qualified Plan calculator examines the impact of costs and taxes on qualified plan contributions. In this eye-opening presentation, Todd explains why qualified retirement plans tend to underperform expectations, both for employees and employers:

  • the impact of taxes, fees, and matches on qualified plan rate of return;
  • why qualified plans perform better when invested only to the level of the match;
  • how a qualified plan with term insurance compares to a whole life policy;
  • how qualified plans affect business owners.