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Retirement Savings and Income Planning

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

By: Christopher Marrone
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Decks in this class (11)

Retirement Needs Analysis
What is probably the most importa...,
Sequence of returns market volati...,
How can sequence risk be mitigated
29  cards
Social Security and Medicare
What is fica and contribution amount,
Describe some proposals for adjus...,
When does a retiree become eligib...
34  cards
Medicaid
What are the three health coverag...,
How is medicaid administered,
Medicaid eligiblily expansions du...
25  cards
Types of Retirement Plans
What are qualified retirement plans,
What are the two broad categories...,
What are the pension plans
54  cards
Qualified Plan Rules and Options
What are the tax advantages for q...,
Max deduction for employer for co...,
Qualified plan tax advantage for ...
83  cards
Other Tax-Advantaged Retirement Plans
Which retirement plans are not co...,
Main differences between nonquali...,
What are the four different iras
49  cards
Regulatory Considerations
According to the irs what is a qu...,
Who determines qualification stat...,
When can eligible employee partic...
24  cards
Key Factors Affecting Plan Selection for Businesses
Whose goals and desires for the r...,
Six factors unique to each busine...,
Employee census includes what and...
9  cards
Distribution Rules and Taxation
What are the different types of d...,
What are the additional distribut...,
Annuitized distribuitons what is ...
34  cards
Retirement Income and Distribution Strategies
Taking social security at age 62 ...,
Building reliable income sources,
Accessing home equity for retirement
7  cards
Business Succession Planning
Describe why business succession ...,
Factors to consider when advising...,
Explain idiosyncratic
7  cards

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Retirement Savings and Income Planning

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