2 Qualified Retirement Plans

U.S. Tax Law Essentials · 3:48

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Lyrics

[Verse 1]
Sarah works at forty-two, wants to save for when she's through
Four-oh-one K is the way, twenty-three thousand she can pay
Each year in contributions made, before the tax man gets his grade
Employer matches fifty cents for every dollar that she spends

[Chorus]
Qualified plans, they're the way to go
Tax-deferred growth, watch your money grow
RMDs at seventy-three, required minimum you'll see
Four-oh-one K, SEP, and SIMPLE too
Retirement planning made for me and you

[Verse 2]
Roth four-oh-one K's different scene, pay taxes now but future's clean
Defined benefit guarantees, monthly payments, if you please
ERISA rules protect your rights, nondiscrimination fights
Making sure the boss can't take more than his fair worker's stake

[Chorus]
Qualified plans, they're the way to go
Tax-deferred growth, watch your money grow
RMDs at seventy-three, required minimum you'll see
Four-oh-one K, SEP, and SIMPLE too
Retirement planning made for me and you

[Verse 3]
Small business owners, here's your chance, SEP-IRAs will enhance
Twenty-five percent you'll save, for every worker, be their slave
SIMPLE plans are easier still, three percent employer will
Match contributions, keep it fair, every worker gets their share

[Bridge]
SECURE Two-Point-Oh changed the game
Seventy-three's the RMD name
Roth conversions, pay tax today
For tax-free growth along the way
Strategy matters, timing's key
Consult your tax professional, you see

[Chorus]
Qualified plans, they're the way to go
Tax-deferred growth, watch your money grow
RMDs at seventy-three, required minimum you'll see
Four-oh-one K, SEP, and SIMPLE too
Retirement planning made for me and you

[Outro]
From contribution limits high to funding requirements, my oh my
Qualified plans will pave the road to your secure retirement code

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