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Glossary Definition

What is a Qualified Plan?

In the context of retirement plans, a qualified plan meets the IRS requirements to receive certain tax benefits. The requirements have to do with the type of investments available through the plan and when distributions can be made. There are two types of qualified plans: defined benefit plans and defined contribution plans.

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Corvee Blog

Read the latest tax planning thought leadership from Corvee.

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Tax Planning Strategies

Our team of tax experts has scoured tax rules and regulations to create detailed tax strategies you can use to find savings for your clients.

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