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Retirement Savings And Income Planning

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

By: Jeff Pratt
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Decks in this class (12)

Retirment Plan Overview
What are the four categories of r...,
What are the defined benefit pens...,
What are the defined contribution...
57  cards
Retirement Plan Overview Part 2
Net unrealized appreciationwhat i...,
Net unrealized appreciationwhat i...,
Net unrealized appreciationdoes t...
24  cards
Five views of retirement plans
Qualified versus nonqualified pla...,
Qualified versus nonqualified pla...,
Qualified versus nonqualified pla...
18  cards
Qualified Plan Requirements
What is required for the establis...,
What is the standard eligibility ...,
Once an employee has met the elig...
33  cards
Defined Benefit Plans
What is a defined benefit plan,
Defined benefit planwhen is it ap...,
Defined benefit planwhat are the ...
10  cards
Defined Contribution Plans
What is a defined contribution plan,
Define contribution plansannual a...,
Define contribution planstax dedu...
51  cards
Other Tax Advantaged Plans
Sepwhat is the description of a s...,
Sepwhat are the contribution limi...,
Sepwhen are employer contribution...
35  cards
Nonqualified Plans
457 planwhat is it,
457 plancan it be discriminatory,
457 planwhat are the contribution...
5  cards
Benefits And Distributions Of Qualified Plans
Loanshow much can be taken out fo...,
Loans 50 000 loan limit is reduce...,
Loanswhat is the period of paybac...
13  cards
Equity based compensation and nonqualified deferred compensation plans
What is the bargain element and h...,
How is the bargain element taxed ...,
If an incentive stock options iso...
20  cards
Required Minimum Distributions (RMDs)
If asked about death prior to 202...,
What is the required begging date...,
Rmd requirements in the trigger y...
14  cards
Social Security
How many social security credits ...
1  cards

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Retirement Savings And Income Planning

  • Class purpose General learning

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