Episode 7 – Retirement Savings and Income Planning

Episode 7 – Retirement Savings and Income Planning

In this episode, Sev talks about many of the Retirement Savings & Income Planning topics that could be tested on the CFP® exam. Topics such as ADP and ACP testing, qualified and non-qualified plans, age-weighted plans, IRAs and qualified plan taxation along with SEPs & SIMPLEs are just some of the things Sev will talk about.

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