Series 26: Tax-Qualified Plans

Taken from our Series 26 Online Guide

Tax-Qualified Plans

Qualified retirement plans come in two types: defined benefit plans and defined contribution plans. Defined benefit plans promise a specific benefit upon retirement and are funded by the employer. Defined contribution plans do not promise a specific benefit and may be sponsored by the employer or managed by the individual.

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Solomon Exam Prep Study Materials for the Series 26
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