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Amy J.
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Decks in this class (11)
General Principals
How do i calculate interest over ...,
How do i find the net after tax m...,
How do i find principal and inter...
15
cards
Insurance
A company can neither purchase no...,
How do i find out how much life i...,
What is the highest am best rating
37
cards
Investments
What entity type is most likely t...,
T or f all adrs satisfy the irs d...,
Mutual fund shares are ______ not...
78
cards
Income Tax
An individual is required to file...,
What form do you file to amend yo...,
What has to happen in order for a...
47
cards
SQ General Principals
Damages received from age discrim...,
Fha mortgages are guaranteed by t...,
The _____________________ insures...
7
cards
Retirement
Db dc salary cap _________simple ...,
Ira keys simple sep sarsep _____ ...,
Single taxpayer s income plus hal...
36
cards
Estate
What is the shortcut to determine...,
If selling the primary residence ...,
If selling the primary residence ...
22
cards
Investment Formulas To Memorize
Current yield,
Property s intrinsic value,
Intrinsic value of a call
10
cards
Quiz 1
A qualified plan generally refers...,
The bargain element on exercised ...,
What are section 415 limits
24
cards
Quiz 2
Errant plan officials ______ be h...,
An iso is a right to buy the empl...,
Deferred compensation_______ comp...
12
cards
SQ Investments
If overall interest rates in gene...,
With regards to corporate bonds r...,
If cap refers to the market value...
18
cards
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CFP "Wrong Answer" Cards
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