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Beth CFP 2020 Final Deck

This class was created by Brainscape user Beth Lofgren. Visit their profile to learn more about the creator.

By: Beth Lofgren
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Decks in this class (7)

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

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Beth CFP 2020 Final Deck

  • Class purpose General learning

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