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Decks in this class (7)
General Principles
Qualified residence mortgage equi...,
Piti what and calculation 2,
529 plans qtp 3
40
cards
Insurance
Collateral source rule 1,
Parts of the insurance contract d...,
Homeowners coverage and 3
68
cards
Investment
Unsystematic nonsystematic risk is 1,
Systematic risk is 2,
Brokered cd risk vs normal cd 3
74
cards
Tax
Investment interest deduction 1,
What qualifies as investment inco...,
Meals and entertainment expense 3
68
cards
Retirement
Sarsep keys 1,
Section 415 max limit for db annu...,
Solo 401k uni 401k you you and sp...
83
cards
Estate
Community property step up in bas...,
Widower home sale 121 exemption 2,
Step up in ordinary income proper...
79
cards
Formulas
Current yield bond 1,
Property s intrinsic value 2,
Intrinsic value of call option 3
22
cards
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Beth CFP 2020 Final Deck
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