Qualified Plans
Aired
April 19th, 2025 06:00pm | Duration:
29:15
With so many retirement plan options out there, it’s no wonder most people feel overwhelmed. 401(k), 403(b), SEP, SIMPLE, IRA, Roth… what’s the difference? And more importantly — which one is right for YOU?
In this episode of The Jupiter Joe Money Show, we’re breaking it all down:
What “qualified” really means and why it matters
The key differences between tax-deferred and tax-free growth
Who benefits most from a 401(k), IRA, SEP, or SIMPLE plan
How small business owners can maximize retirement savings
When a Roth makes more sense than a traditional account
Common mistakes that could cost you thousands in retirement
Whether you’re just getting started or looking to fine-tune your retirement strategy, this episode is your roadmap to clarity.