Brainscape's Knowledge GenomeTM

Browse over 1 million classes created by top students, professors, publishers, and experts.


See full index

Retirement Savings And Income Planning

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

By: Jeff Pratt
Start Studying

Decks in this class (12)

Retirment Plan Overview
What are the four categories of r...,
What are the defined benefit pens...,
What are the defined contribution...
57  cards
Retirement Plan Overview Part 2
Net unrealized appreciation 1,
Net unrealized appreciation 2,
Net unrealized appreciation 3
24  cards
Five views of retirement plans
Qualified versus nonqualified pla...,
Qualified versus nonqualified pla...,
Qualified versus nonqualified pla...
18  cards
Qualified Plan Requirements
What is required for the establis...,
What is the standard eligibility ...,
Once an employee has met the elig...
33  cards
Defined Benefit Plans
What is a defined benefit plan 1,
Defined benefit plan when is it a...,
Defined benefit plan what are the...
10  cards
Defined Contribution Plans
What is a defined contribution pl...,
Define contribution plans 2,
Define contribution plans 3
51  cards
Other Tax Advantaged Plans
Sep what is the description of a ...,
Sep what are the contribution lim...,
Sep when are employer contributio...
35  cards
Nonqualified Plans
457 plan what is it 1,
457 plan can it be discriminatory 2,
457 plan what are the contributio...
5  cards
Benefits And Distributions Of Qualified Plans
Loans how much can be taken out f...,
Loans 50 000 loan limit is reduce...,
Loans what is the period of payba...
13  cards
Equity based compensation and nonqualified deferred compensation plans
What is the bargain element and h...,
How is the bargain element taxed ...,
If an incentive stock options iso...
20  cards
Required Minimum Distributions (RMDs)
If asked about death prior to 202...,
What is the required begging date...,
Rmd requirements in the trigger y...
14  cards
Social Security
How many social security credits ...
1  cards

More about
Retirement Savings And Income Planning

  • Class purpose General learning

Learn faster with Brainscape on your web, iPhone, or Android device. Study Jeff Pratt's Retirement Savings And Income Planning flashcards now!

How studying works.

Brainscape's adaptive web mobile flashcards system will drill you on your weaknesses, using a pattern guaranteed to help you learn more in less time.

Learn more about spaced repetition

Add your own flashcards.

Either request "Edit" access from the author, or make a copy of the class to edit as your own. And you can always create a totally new class of your own too!

What's Brainscape anyway?

Brainscape is a digital flashcards platform where you can find, create, share, and study any subject on the planet.

We use an adaptive study algorithm that is proven to help you learn faster and remember longer....

Looking for something else?

Retirement Planning
  • 25 decks
  • 367 flashcards
  • 8 learners
Decks: Ch 1 Pension Retirement Planning Overvie, Ch 2 The Retirement Field, Ch 3 Preliminary Concerns, And more!
Retirement
  • 11 decks
  • 640 flashcards
  • 29 learners
Decks: Chapter 3 Qualified Plan Overview, Chapter 4 Qualified Pension Plans, Chapter 5 Profit Sharing Plans, And more!
OrthoBullets Study Plan
  • 21 decks
  • 4283 flashcards
  • 492 learners
Decks: Trauma, Shoulder Elbow, Recon, And more!
Find Flashcards
Make Flashcards
Brainscape helps you reach your goals faster, through stronger study habits.
© 2025 Bold Learning Solutions. Terms and Conditions