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Retirement tax questions
If you are referring to qualified versus non-qualified retirement plans, no, Social Security is not considered a non-qualified or qualified retirement plan.
- Non-qualified plans are those that are not eligible for tax-deferral benefits ERISA.
- Qualified plans are designed to offer individuals added tax benefits on top of their regular retirement plans. Here are some examples of Qualified plans: 401(k) plans, 403(b) plans, SARSEP plans, SEP-IRA plans, and SIMPLE IRA plans.
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‎January 15, 2020
1:24 PM