IRS approved retirement plans such as an IRA, HR-10 or Keogh, pension or profit sharing plans, and salary reduction plans, such as 401(k). Qualified means that the product has been qualified by the IRS to have special tax privileges. A tax-deferred annuity may be used to fund qualified plans such as the above; however, there is no additional tax advantage by placing a tax-deferred investment vehicle in a qualified plan.
Qualified Plans 
Email This Page
Printer Friendly Version
