This class was created by Brainscape user LOIS LIM. Visit their profile to learn more about the creator.
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LOIS LIM
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Decks in this class (9)
MODULE 9 FIDUCIARY, ETHICAL AND REGULATORY ISSUES FOR ADVISORS
Securities act of 1933,
Securities exchange act of 1934,
Investment advisers act of 1940
30
cards
MODULE 8 ACHIEVING TAX AND ESTATE PLANNING OBJECTIVES IN RETIREMENT
Cost basis,
Taxation of capital gains and losses,
Three methods of determining basi...
69
cards
MODULE 7 DESIGNING OPTIMAL RETIREMENT INCOME STREAMS
Some qualified plans provide for ...,
Which plans typically include pro...,
Which plans typically provide for...
45
cards
MODULE 6 MAKING THE EMOTIONAL AND FINANCIAL TRANSITION TO RETIREMENT
What are some of the questions th...,
What financial resources should b...,
As described in the text what two...
23
cards
MODULE 5 NAVIGATING HEALTH CARE OPTIONS IN RETIREMENT
List the categories of coverage t...,
Explain how a deductible works,
Coinsurance vs copayment
32
cards
MODULE 4 BRIDGING THE INCOME GAP: IDENTIFYING OTHER SOURES OF RETIREMENT INCOME
Single wage earner limit for ira ...,
A married couple w both spouses w...,
A married couple w both spouses w...
44
cards
MODULE 3 MAKING THE MOST OF SOCIAL SECURITY RETIREMENT BENEFITS
Original intent of the social sec...,
The total fica tax is __ the empl...,
The ss wage base is _____ in 2020
28
cards
MODULE 2 PRINCIPLES & STRATEGIES WHEN INVESTING FOR RETIREMENT
What are the two purposes of inve...,
Why is a long term perspective es...,
Why is it important that investme...
47
cards
MODULE 1 MAXIMIZING THE CLIENT EXPERIENCE DURING THE RETIREMENT PLANNING PROCESS
Id 3 current trends in retirement...,
Discuss challenges associated w t...,
Id 6 steps in the retirement plan...
13
cards
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CRPC
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Looking for something else?
CRPC
- 11 decks
- 301 flashcards
- 100 learners
Decks:
Maximizing The Client Experience During, Principles Strategies When Investing For, Strategies For Maximizing Social Securit, And more!
CRPC
- 8 decks
- 288 flashcards
- 8 learners
Decks:
Module 2 Principles And Strategies When, Module 1 Chapter 1 3, Module 4 Bridging The Income Gap, And more!
