Journal of Financial Planning CE Exam: June 2023
Self-study exam based on a thorough understanding of articles that include the topics of: Gift, estate, and GST tax compliance and calculation; Planning for special needs and circumstances; Social Security and Medicare planning; Distribution rules and taxation; and Retirement income and distribution strategies.
After reading and understanding the two articles required for this exam, the planner will:
- Understand how to incorporate future income taxes into an inheritance and how that works with 2 beneficiaries.
- Understand that the closer two beneficiaries are in future tax brackets, the less effective a coordinated estate plan will be in improving after-tax inheritance.
- Understand how a multiphase retirement withdrawal strategy can improve lifetime earnings after taxes due.
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