What is the Difference Between Qualified and Non-Qualified Accounts?

What is the Difference Between Qualified and Non-Qualified Accounts?
In this video, we explain the key differences between Qualified and Non-qualified accounts. Learn about their distinct features, tax implications, and how each type of account can impact your financial planning. Whether you're saving for retirement or managing investments, understanding these differences is crucial for making informed decisions.
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Certified Elder Law Attorney™ and Certified Financial Planner™
Castle Wealth Group - Helping Good Families Plan, Protect and Preserve What is Important
(844)-885-4200 | CastleWealthGroup.com | MichiganEstatePlanning.com
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Advisory services are offered through Castle Wealth Group Investments, an Investment Advisor in Michigan. Insurance products and services are offered through Castle Wealth Group, an affiliated company. All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or an indication of future results. Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital. Insurance products and services are offered through Castle Wealth Group, an affiliated company.
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[@redrobin7638]

very helpful video - thank you!