Roadmaps Flashcards
1
Q
Jensen, Treynor, Sharpe
A
2
Q
Life Insurance Policy Types
A
3
Q
Negligences & Defenses
A
4
Q
Taxation of Busines Entities
A
5
Q
Education Funding
A
6
Q
Types of Retirement Plans
A
7
Q
Required Minimum Distribution
A
8
Q
Roth IRA Taxation
(conversions)
A
9
Q
Roth IRA (earnings)
A
10
Q
Life Insurance Inclusion in the Decedent’s Estate
A
11
Q
Form 706
A
12
Q
Form 1040
A
13
Q
Federal Gift Taxation
(Future vs Present Interest)
A
14
Q
Gifts to Minors
A
15
Q
Charitable Transfers
A
16
Q
Intrafamily Transfers
A
17
Q
Post-mortem Planning
A
