Category: Qualified Plan

The Whole Truth About Qualified Plans

Welcome to this tutorial on the Qualified Plan Calculator inside the Truth Concepts Software.  What Todd will be going over below is how to use the calculator to show the whole truth around this arena.  Could be a 401k plan, an IRA, a SEP IRA, simple, the 403b, Profit Sharing Pension Plan, anything that falls under the government’s domain in the Qualified Plans.  This calculator will tell the whole truth about the money inside this plan.  You can view the visual tutorial by clicking on the Tutorials tab on title menu

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Truth Tip Qualified Plan

The Truth Concepts Qualified Plan calculator gives a graphic overview of the whole truth about qualified plans.  It shows clients why not maxing out their qualified plan may be the best strategy. In this calculator the Rate of Return box on top right toggles On and Off.  

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