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Decks in this class (20)
Retirement
How do you calculate the lump sum...,
When can someone receive social s...,
What percentage of social securit...
21
cards
Insurance
What should a cfp professional do...,
What is typically the first finan...,
When helping an elderly parent wh...
13
cards
General Principles
What is the deadline for a cfp pr...,
When a cfp professional s right t...,
If a cfp professional ignores a s...
18
cards
Estate
Which type of property does not r...,
How can a tenancy by the entirety...,
What transfers are pulled back in...
27
cards
Investments
Which risks are considered system...,
If one spouse in a joint account ...,
What is a yankee bond 3
18
cards
Income Tax
What is the penalty for negligenc...,
What is the minimum tax payment r...,
How much investment interest expe...
17
cards
Kraken #1
When can the joint last survivor ...,
Who is responsible for ensuring r...,
What rule applies when a non spou...
42
cards
Lucky 21
What are yes no questions used fo...,
What are open ended questions use...,
What is active listening in finan...
10
cards
Kraken # 2
What benefits can be funded throu...,
Under erisa what legal recourse d...,
What education expenses qualify f...
38
cards
Extra
What is the key difference betwee...,
What is the wash sale rule 2,
How are long term capital gains t...
160
cards
Kraken # 3
What is the required beginning da...,
What tax rule applies to withdraw...,
What determines whether a life in...
89
cards
Alphabet Soup
What are basis points bps 1,
What is qualified business income...,
What is tenants in common tic 3
26
cards
FICA / FUTA
Are employer contributions to hsa...,
Are employee contributions to sec...,
Are employee 401 k elective defer...
32
cards
Medicare Vs. Medicaid
What is medicare 1,
What is medicaid 2,
Who qualifies for medicare 3
20
cards
Options
What is a call option 1,
What is a put option 2,
What is the strike price 3
28
cards
Kraken # 4
How is fdic insurance coverage de...,
When are qualified retirement pla...,
What are the key tax advantages o...
68
cards
Top 50
Client in second marriage wants c...,
Want to use exemption at first de...,
Gift to minor must qualify for an...
65
cards
Kraken # 5
What is actual cash value acv in ...,
How is depreciation calculated fo...,
When do irr and holding period re...
84
cards
Kraken # 6
Portfolio diversification and cor...,
Incentive stock options taxation 2,
401 k plan rules overview 3
48
cards
Tax
Above the line vs itemized deduct...,
Which is better tax credit or ded...,
Investment interest deduction lim...
29
cards
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CFP Wrong Answer Cards
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