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Retirement Savings And Income Planning

This class was created by Brainscape user Alexander Ling. Visit their profile to learn more about the creator.

By: Alexander Ling
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Decks in this class (9)

Module 1 Qualified Plans Requirements and Regulatory Plan Considerations
Susan makes 400k working for grea...,
Qualified retirement plans have w...,
Which of the following are includ...
99  cards
Module 2 Defined Benefit and Other Pension Plans
All of the following statements r...,
Baxter and smith is a law firm wi...,
Which of the following statements...
76  cards
Module 3 Profit-Sharing and Other Defined Contribution Plans
All of the following statements r...,
What is the maximum percentage of...,
Which one of these statements abo...
70  cards
Module 4 Advantaged Plans and Nonqualified Plans
Which of these plans may be eligi...,
Which of these are characteristic...,
Which of the following plans is a...
100  cards
Module 5 Traditional and Roth IRAs
John and mary both age 48 are mar...,
Rhett is 65 years old and is reti...,
Which of the following is conside...
77  cards
Module 6 Plan Distributions
Which one of these would owe the ...,
Under a divorce agreement the ass...,
Henry works for a firm that offer...
112  cards
Module 7 Social Security
Nathan maxwell formerly a vice pr...,
Spousal retirement benefits can b...,
Which of the following statements...
69  cards
Module 8 Employer Retirement Plan Selection
If a businessowner client is of a...,
Use the following information abo...,
Joe and tammy both age 45 with a ...
89  cards
Module 9 Deferred Compensation and Stock Plans
Which of these employee benefits ...,
Which of these circumstances cons...,
A supplemental executive retireme...
86  cards

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Retirement Savings And Income Planning

  • Class purpose General learning

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