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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...
In this episode, Sev discusses the subject areas that you need to study and be aware of in the Retirement Savings and Income Planning module of the CFP® exam. Topics such as Social Security, qualified vs non-qualified ERISA plans, defined benefit vs defined contribution plans and distributions from these types...
In this episode, Sev talks about many of the topics that could be test on the CFP® exam. Topics such as adjustments, deduction and credits, below market-rate loans, IRA deductibility, investment interest expense and kiddie tax rules are just some things Sev will talk about.
