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Qualified plan

May 2, 2025

By Laurie Rowley

Co-Founder and CEO

Laurie’s career has focused on developing solutions that improve financial security. She is widely regarded as an expert in retirement savings, behavioral finance, and human-centered design.

A retirement plan that meets IRS rules and regulations in order to qualify for favorable tax treatment. A 401(k) is a qualified plan in which contributions are tax-deductible, and taxes on earnings are deferred until the money is withdrawn.

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