1736: My Mom's Portfolio Makeover, Retirement & eQRP Compared to IRA, SDIRA & 401k

Published: Sept. 8, 2021, 5 p.m.

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Jason\'s Mom Takes His Advice... Finally! Her Portfolio Makeover & Optimizations. Jason\'s mom shares how she sold some of her old properties in California and bought new ones in Florida through 1031 exchanges, the numbers are simply amazing!

QRP stands for Qualified Retirement Plan. A QRP, or Qualified Retirement Plan, is a retirement plan that is tax-favored under\\xa0Section 401 of the Internal Revenue Code, also referred to as the Tax Code or the IRS Code. The title of the Section is:\\xa0Qualified pension, profit-sharing, and stock bonus plans. Some of the most powerful tax strategies exist within this section of the tax code, which covers many types of tax-sheltered QRP plans. 401(k) plans,\\xa0defined benefit plans,\\xa0cash balance plans,\\xa0profit-sharing plans\\xa0and pension plans that meet the requirements of the tax code are all types of QRPs.

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