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CFP Exam Prep > Retirement Savings and Income Planning > Flashcards

Retirement Savings and Income Planning Flashcards

F.44 Retirement needs analysis F.45 Social Security and Medicare planning F.46 Eldercare and special needs planning F.47 Types of retirement plans F.48 Qualified plan rules and options F.49 Non-qualified plan rules and options F.50 Key factors affecting plan selection for businesses F.51 Distribution rules and taxation F.52 Retirement income and distribution strategies F.53 Business succession planning

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