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K R
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Decks in this class (5)
Tax Planning
Gstt taxdirect skip transferor pa...,
Investment interestdeduction limi...,
Charitable contribution deduction...
63
cards
Estates
Special use valuation section 2 2...,
Trusts for minors 2503 b and 2503...,
Trusts for minors 2503 b and c 25...
13
cards
Retirement
Top heavy plans minimum contribut...,
Dc vesting,
Db plan vesting
18
cards
Insurance and Risk
Split definition of disability,
Guaranteed renewable,
Non cancellable policies
7
cards
Investments
Bond factsthe lower coupon the mo...,
Time weighted returnsonly look at...,
Tey tax exempt yield
5
cards
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CFP 2022
- Class purpose General learning
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