Journal of Financial Planning CE Exam: December 2020
Self-study exam based on a thorough understanding of articles on the specific topics of: tax implications of special circumstances; financial planning process; retirement needs analysis, qualified plan rules and options, other tax-advantaged retirement plans and retirement income and distribution strategies.
- Analyze the decision between pretax and Roth retirement contributions post SECURE Act
- Summarize the importance of accumulated assets post SECURE Act
- Demonstrate an understanding of tax planning for coronavirus-related distributions
- Understand the difference between disappointment aversion and risk aversion
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