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Erik Thurnher
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Decks in this class (37)
Required Minimum Distributions
What is the date by which the fir...,
What is the rule governing the ti...,
T or f ira owners can always take...
24
cards
General Retirement Planning
What are the main advantages of r...,
What are the things that most pre...
2
cards
Social Security - Family Benefit
How is the family maximum for ss ...,
What is the family maximum with r...,
How does having a dependent child...
5
cards
Retirement Plan Withdrawals & Rollovers
What tax form is prepared and pro...,
True or false a 1099 r is prepare...,
T or f all 1099 rs are mailed to irs
11
cards
Social Security - Who's Covered?
How many states have enrolled the...,
Nearly everyone who works in the ...,
As of july 2 1991 ss and medicare...
9
cards
Social Security - Application
On what is the indexing year based,
What is the difference between fi...,
Can the online ss retirement bene...
13
cards
Social Security - Early And Delayed Benefits
0
cards
Social Security - Early Benefits
Why can t most people take early ...,
What are the monthly reductions f...,
For a primary and spouse what is ...
7
cards
IRA and Qualified Plan Withdrawals
What is the 60 rollover rule,
What is an inservice distribution,
How do withholding rules vary for...
9
cards
Social Security - Public Employees/Military
0
cards
Social Security - Family Benefits
0
cards
Social Security Application
0
cards
Social Security - Delayed Benefits
T or f by waiting past fra a prim...,
For those who reach fra in 2009 w...,
T or f by waiting past their own ...
8
cards
Social Security Basics
A participant turns 62 on june 15...,
What is the time limit for correc...,
A participant applies for benefit...
9
cards
Social Security - File & Suspend
T or f one can file and take bene...,
What is the earliest age one can ...,
T or f a file and suspend strateg...
4
cards
Social Security & Public Pensions
T or f wep will never reduce pia ...,
What is the logic behind wep
2
cards
Social Security Statements
Why does the potential delta betw...
1
cards
IRAs - Common Problems
Is it allowable to hold a persona...,
What are the most common errors r...,
What is an alternative to having ...
4
cards
Social Security - Eligibility
What is maximum number of ss cred...,
How many credits are needed to qu...,
With regard to ss credits 1 what ...
8
cards
Medicare - Part D
Under what circumstances can enro...,
How does one know they have credi...,
How is the penalty for late enrol...
8
cards
IRAs - Contributory vs. Rollover
What is the difference between a ...,
How did the law changes in 1992 i...,
T or f withdrawals from iras with...
4
cards
Medicare - Supplemental Insurance
What is the birthday rule with re...,
Why is medigap important for over...,
T or f medicare supplements gener...
5
cards
Social Security - Start Over
What is the ss start over provision,
What steps are are necessary to i...,
T or f no interest is due to ssa ...
5
cards
Social security - Bipartisan Budget Act Of 2015
How did the bba15 affect the file...,
Under the new bba15 rules who is ...,
How did the bba15 affect rules fo...
4
cards
Healthcare in Retirement
What options for maintaining cove...
1
cards
Reverse Mortgage
True or false due to significant ...,
What is the minimum age to qualif...
2
cards
Social Security
T or f given the low amount of ea...,
With regard to ss retirement bene...,
T or f the ss retirement benefit ...
40
cards
Living Overseas
By 2030 what number of baby boome...,
Why are an increasing number of a...,
What key demographic development ...
7
cards
Medicare
When is the medicare open enrollm...,
When is the medicare dis enrollme...,
What portions of medicare should ...
23
cards
Social Security - Spousal
To get the maximal spousal benefi...,
What is the maximum spousal benefit,
Can a spouse increase their spous...
30
cards
Inherited IRAs
What rules govern rmds from an in...,
Is it possible to execute a roth ...,
What rules govern rmds for an inh...
11
cards
Social Security - Work & Taxation
How does reaching fra impact the ...,
What is the impact of working for...,
How are amounts withheld due to e...
26
cards
Picking Retiement Age
What factors impact the decision ...,
Why is 65 such an important year ...
2
cards
Medicare - Tax Issues
Are medicare premiums deducted fr...,
Which medicare premiums are taxab...,
Which medicare premiums are taxab...
5
cards
Medicare Part C (Advantage)
What is the annually recurring pe...,
What consequences follow for a me...,
T or f beneficiaries on part c mu...
11
cards
Social Security - Impact of Work on Benefits
Case a person has worked 35 years...
1
cards
IRAs - Contributions - Deductibility
How doe active participation in a...,
For a single person who is not an...,
For a married couple one of whom ...
3
cards
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Retirement
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