
Financial Services Review CE Exam: Vol. 28 No. 2
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Self-study exam based on a thorough understanding of articles on the specific topics of: retirement distribution rules and taxation; retirement income and distribution strategies, financial services regulations and requirements; and fiduciary.
- Apply tax-efficient withdrawal strategies for retirees with traditional 401(k)/IRAs, Roth 401(k)/IRAs, and taxable accounts
- Discover the optimal withdrawal strategy for various types of clients, from a tax-planning and longevity planning perspective
- Examine why safety-minded investors should enter retirement with a higher stock allocation than what is currently used in most investment funds
- Implement fiduciary standards to client relationships by understanding the role played by product providers
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FSR CE Exam Part 1: Vol. 28 No. 2
5 Questions | 2 attempts | 4/5 points to pass
5 Questions | 2 attempts | 4/5 points to pass
Self-study exam based on a thorough understanding of articles on the specific topics of: retirement distribution rules and taxation; retirement income and distribution strategies, financial services regulations and requirements; and fiduciary.