Brainscape's Knowledge GenomeTM

Browse over 1 million classes created by top students, professors, publishers, and experts.


See full index

SIE > Chapter 8 > Flashcards

Chapter 8 Flashcards

You may prefer our related Brainscape-certified flashcards:
SIE Exam flashcards
1
Q

529 Plans

A

Direct Sold

Adviser Sold

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
2
Q

529 ABLE Plans

A

Designed for people who are disabled and are receiving Social Security disability, Medicaid or private insurance payments
— maximum contribution

Permits disabled individuals to continue receiving Medicare payments

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
3
Q

Local Government Investment Pools (LGIPs)

A

Are investments for municipal entities

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
4
Q

529 Plans Front-Loading

A

— 529 plan allows investors to front-load the plan 5 years worth of contributions ($75k per individual) and avoid gift tax

How well did you know this?
1
Not at all
2
3
4
5
Perfectly

SIE (4 decks)

Brainscape helps you reach your goals faster, through stronger study habits.
© 2024 Bold Learning Solutions. Terms and Conditions