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CRPC

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

By: Nicolas Stanley
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Decks in this class (11)

Maximizing the Client Experience During the Retirement Planning Process
Ordinary annuity vs annuity due,
Retirement planning process,
Retirement plan qualities
17  cards
Principles & Strategies When Investing for Retirement
Investment policy purposes,
Verifying the feasibility of an i...,
Importance of a clearly defined i...
36  cards
Strategies for Maximizing Social Security Benefits
Original intent of the social sec...,
Fica tax,
Social security wage base in 2015
33  cards
Working with Employer-Sponsored Retirement Savings Plans
Qualified plan requirements,
Tax advantage of employee partici...,
Tax advantage to employer sponsor...
38  cards
Bridging the Income Gap: Identifying other sources of retirement income
Ira contribution limits,
Active participant status retirem...,
Criteria for active status define...
31  cards
Navigating Health Care Options and Managing Risk in Retirement
Ten essential health benefits,
Categories of coverage,
Deductible
40  cards
Making the Emotional and Financial Transition to Retirement
Early retirement trend in the us,
Delaying retirement,
Friendlier markets for older workers
18  cards
Designing Optimal Income Streams
In service withdrawals before 62,
In service withdrawals after 62,
Hardship withdrawals
29  cards
Retirement Planning Strategies for Domestic Partners and Nontraditional Families
Domestic partner,
Defense of marriage act,
Effect state law has on financial...
29  cards
Income Tax Strategies for the Retiree
Items not includable as taxable i...,
Taxability of disability insuranc...,
Cash vs accrual method of accounting
17  cards
Estate Planning Objectives During Retirement
Seven ways estate planning can he...,
Estate,
Estate planning
13  cards

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CRPC

  • Class purpose General learning

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