Retirement Planning & Employee Benefits Flashcards by Adrian Antonio | Brainscape

Q

Exam Tip Pension vs Profit Sharing

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Q

Pension vs Profit

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Q

Exam Tip - Advantages Of Qualified Plans
See answer too

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Q

Exam Tip- 5% Owner

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Q

Exam Tip - Defined Benefit 50/40

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Exam Tip - Vesting Calculations

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Q

Exam Tip Defined Benefit Plans & Contributions Plans

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Exam Tip- Cash Balance Plans

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Q

Exam Tip - Excess Rate

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Q

Exam Tip - Entities allowed to establish 401k Plan

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Q

Exam Tip - Employer Contribution Calculation

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Q

Exam Tip - Roth IRA CHART

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Q

Exam Tip - ADP schedule

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Q

ADP CALCULATED

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Q

Stock Bonus vs Profit Sharing

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Q

ESOP Requirements

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Q

NUA EXAMPLE

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Q

10% Penalty Rules

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Q

Avoid 10% with Qualified Plans

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Q

Minimum Distributions

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Q

Distribution Continued

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Q

Designated Beneficiaries Distributions

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Q

Pension vs Profit Sharing Plans Chart

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Q

Keogh Plan

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Q

Disqualified Person

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Q

Earned vs Non Earned Income

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Q

IRA Deductible

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Q

Exceptions to 10% Early Withdrawal Penalty

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Q

Exam Tip - Collectible

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Q

Prohibited Transaction

Continued below

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Q

Simple IRA & 401k, 401k plans

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Q

457 Plan Chart

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Q

Rabbi & Secular

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Q

ISO

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Q

NQSO VS ISO

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Q

Endorsement Method

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