Series 99: 1.2.2.10.2 Non-Tax-Qualified Plans

Taken from our Series 99 Top-off Online Guide

1.2.2.10.2  Non-Tax-Qualified Plans

Non-qualified plans may be used to give special retirement benefits to key employees. The contributions to non-qualified plans are usually made with after-tax dollars, and because taxes have already been paid on these contributions, any withdrawals of contributions are not taxed. When earnings are withdrawn, however, they are taxed at the participant’s ordinary income level. Non-qualified plans do not allow employers to deduct their contributions from their income.

Employers sometimes choose non-qualified plans because they do not have to make them

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