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CFP® flashcards

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.

By: Mike Hcolluccm
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Decks in this class (10)

105-1 Qualified Plan Requirements & Regulatory Plan Considerations
Internal revenue service irs,
Employee retirement income securi...,
Department of labor dol
41  cards
105-2 Defined Benefit & Other Pension Plans
Traditional defined benefit pensi...,
Advantages disadvantages of tradi...,
Section 415 of tax code
15  cards
105-3 Profit-Sharing and Other Defined Contribution Plans
Traditional profit sharing plan,
In service distributions,
Hardship withdrawal
19  cards
105-4 Tax-Advantaged and Non-Q Plans
Tax advantaged,
2 types of savings incentive matc...,
Eligibility for simples
15  cards
105-5 Traditional & ROTH IRA's
Traditional ira,
2 types of traditional iras,
Spousal ira
20  cards
105-6 Plan Distributions - Part 1
3 basic distribution options that...,
Net unrealized appreciation nua,
Annuity distribution from a quali...
14  cards
105-7 Plan Distributions - Part II
Beneficiary vs designated benefic...,
Designated beneficiarys interest ...,
Surviving spouse beneficiary
9  cards
105-8 Social Security
Social security aka,
Superannuation,
Social security funded through
15  cards
105-9 Retirement Plan Selection for Employer-Sponsors
Two types of retirement plans tha...,
4 primary factors that should gui...,
Reviewing and selecting among ava...
9  cards
105-10 Retirement Needs Analysis
3 primary assumptions made in any...,
Rate of inflation,
Financial needs at retirement
7  cards

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CFP 5 - Retirement Savings and Income Planning

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