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HS326 Planning For Retirement Income

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

By: Ashleigh Baratta
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Decks in this class (9)

Chapter 2: Retirement Planning Accumulations and Distributions
Rwle,
Wrr,
Rle
29  cards
Chapter 3: Qualified Plan Overview
Qualified plan,
Covered compensation amount,
Defined benefit maximum limit
85  cards
Chapter 4: Qualified Pension Plans
The covered compensation limit fo...,
Defined benefit maximum limit,
Defined contribution maximum limit
55  cards
Chapter 6: Stock Bonus Plans & Employee Stock Ownership Plans
What is a stock bonus plan,
What is an esop,
Stock bonus plan requirements
24  cards
Chater 7: Distributions From Qualified Plans
For qualified disasters how much ...,
What is the qualified disaster in...,
The early distribution penalty of...
8  cards
Chapter 8: Installation, Administration, and Termination of Qualified Plans
How soon before mailing a determi...,
How soon must a summary of plan d...,
When is form 5500 not required
20  cards
Chapter 9: IRAs and SEPs
What advantage do seps have over ...,
Traditional ira contribution limit,
Traditional ira catch up contribu...
35  cards
Chapter 10: SIMPLE, 403B, & 457 Plans
Simple contribution limit,
403b contribution limit,
Public 457plan contribution limit
22  cards
Chapter 13: Employee Fringe Benefits
What is the income exclusion for ...,
What is the income phaseout thres...,
Are season tickets includable or ...
8  cards

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HS326 Planning For Retirement Income

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