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Retirement Planning
Chapter 13: Employee Benefits & Fringe Benefits/QUALIFIED EMPLOYEE DISCOUNTS
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Chapter 13: Employee Benefits & Fringe Benefits

QUALIFIED EMPLOYEE DISCOUNTS

01.Core Concepts

• Discount up to 20% on services • Discount up to employer’s gross profit percentage on products or merchandise • Does not apply to real estate, stocks, bonds, or other securities Impact on Retirement Planning • May be offered to retired employees or their dependents • Can result in significant cost savings for employees nearing retirement or in retirement