CFP 5 - Retirement Savings and Income Planning

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

Flashcard maker: Mike Hcolluccm

Decks in this class (10)

105-1 Qualified Plan Requirements & Regulatory Plan Considerations
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41  cards
105-2 Defined Benefit & Other Pension Plans
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15  cards
105-3 Profit-Sharing and Other Defined Contribution Plans
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19  cards
105-4 Tax-Advantaged and Non-Q Plans
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15  cards
105-5 Traditional & ROTH IRA's
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20  cards
105-6 Plan Distributions - Part 1
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14  cards
105-7 Plan Distributions - Part II
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9  cards
105-8 Social Security
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15  cards
105-9 Retirement Plan Selection for Employer-Sponsors
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9  cards
105-10 Retirement Needs Analysis
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7  cards

More about
CFP 5 - Retirement Savings and Income Planning

  • Class purpose General learning

The creator of this class did not yet add a description for what is included in this class.

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