This class was created by Brainscape user Dave Foster. Visit their profile to learn more about the creator.
By:
Dave Foster
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Decks in this class (6)
Estate Planning
How do you come up with taxable e...,
Form 706,
Estate tax formula
60
cards
General Principals
What is a balance sheet,
Personal balance sheet,
Corporate balance sheet
94
cards
Tax Planning
Form 1040,
Form 1040x,
Form 1040es
99
cards
Investment Planning
Yield curve,
Upward sloping yield curve,
Flat yield curve
29
cards
Retirement Savings / Income Planning
Traditional rollover,
Direct transfer rollover footnote...,
When can you rollover a simple ira
42
cards
Risk Management / Insurance Planning
Irc section 1035,
Withdrawal treatment for annuities,
Life only annuitizations provides
10
cards
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CFP BIF
- Class purpose General learning
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