What are ‘qualified’ retirement assets?
Qualified assets are investment accounts where income tax has been deferred until funds are drawn out for income during retirement such as: – 401(k) employer-sponsored plans from previous employers, to which you are no longer contributing – IRAs such as traditional IRA’s, SEP IRAs, SIMPLE IRAs, Roth IRAs and IRA Rollover accounts – 403(b) plans to which you have stopped making new contributions – 457(b) plans to which you have stopped making new contributions
