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CFP® flashcards

CFP - Retirement Planning

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

By: Courtney Kenning
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Decks in this class (8)

Qualified Plans
Qualified plans requirements,
Advantages of qualified plans,
Eligibility qualified plans
120  cards
Qualified Pension Plan
0  cards
Profit Sharing Plans
7 types of profit sharing plans,
Is a profit sharing plan the same...,
True false all profit sharing pla...
21  cards
Misc.
Roth qualifying distribution no t...,
Roth ira qualifying distribution ...,
Simples
45  cards
Stock Bonus Plans and Employee Ownership Plans
What is purpose of a leveraged esop,
Stock bonus plans,
Esop and stock bonus plans are wh...
13  cards
Distributions - Qualified Plans
0  cards
Social Security
Social security benefits available,
Social security taxes and contrib...,
Qualifying for social security be...
25  cards
Deferred Comp Plans
Why offer deferred compensation,
Deferred compensation arrangement...,
Use of deferred ccomp
19  cards

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CFP - Retirement Planning

  • Class purpose General learning

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