Michelle Boyce discusses qualified funds Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-w-michelle-boyce-ricp-vp-w-rosenzweig-financial-services-discussing-qualified-funds-how-is-too-much/ Michelle Boyce, Vice President of Rosenzweig Financial Services, to discuss the concept of qualified funds. Michelle explains that qualified funds refer to retirement accounts such as 401(k)s, 403(b)s, IRAs, and SEPs, which are tax-deferred. This means that while contributions […]