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Listen "Episode T - Types of Plans"
Episode Synopsis
What kinds of plans are out there? With over 65Million+ results when you Google "qualified retirement plan", there are only 7 different plan types. Some are flexible, some provide guaranteed benefits, some can have life insurance ... in this episode we discuss the pros and cons of the 7 different plans, and how they work together (or don't!) We break it down for you, to give you the gist without being overwhelmed.
More episodes of the podcast Retirement A to Z
Episode R: Retirement - what now?
19/02/2021
Episode V - Vesting and Eligibility
22/02/2020
Episode S - The SECURE Act
19/02/2020
Episode P - Protection
16/02/2020
Episode K - Kids and Other Family Members
11/02/2020
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