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Kim Bowman
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Decks in this class (13)
Assignment 1 - Investment Management
Type of investment approach that ...,
Type of risk that reflects the re...,
Term for converting an inv into c...
39
cards
Assignment 2 - IRA's
Indiv decides,
Tax treatment,
Sources of income
36
cards
Assignment 3 - Retirement Plans for Small Businesses
Tax status of partnership,
Partnership,
Owner employee partnerships
20
cards
Assignment 4 - Executive Retirement Arrangements
Tax issues,
Er can t get tax deduction until ...,
Er can t get tax deduction until ...
27
cards
Assignment 5 - Stock Compensation Plans
Type of ee stock comp plan tax la...,
Type of ee stock comp plan not ba...,
Reasons for employee stock comp p...
36
cards
Assignment 6 - Defined Benefit Overview 1
A db plan that is integrated w ss...,
The point at which ees would rece...,
Type of plan that bases benef on ...
28
cards
Assignment 7 - Defined Benefit Overview 2
Excess of the funding target over...,
Title given to a person professio...,
Present value of a db plan s accr...
24
cards
Assignment 8 - Cash Balance & other Hybrid Retirement Approaches
Profit sharing plan that allocate...,
Term for a plan that is actually ...,
A dc plan which determines the co...
16
cards
Assignment 9 - Plan Sponsor Administration
A personalized stmt that must be ...,
A summary rpt on the fin status o...,
An indiv that exercises any discr...
22
cards
Assignment 10 - Communication, Investment Advice and Other Participant Services
Term used for putting too much em...,
A lifestyle fund that maintains a...,
The tendency when faced w uncerta...
27
cards
Assignment 11 - Fiduciary Oversight and Plan Governance
A chg or modification often drive...,
Admin fees that are paid by an ar...,
A formal written doc distributed ...
18
cards
Assignment 12 - Wealth Management and Distribution Planning
A process for managing resources ...,
A method of regular systematic in...,
These models do not use fixed ass...
24
cards
Additional Questions
The difference b w irr and time w...,
An ira contribution must be made ...,
An ira structure must be used in ...
20
cards
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rpa 2
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RPA 4
- 12 decks
- 686 flashcards
- 2 learners
Decks:
Assignment 1 Personal Wealth Mgmt, Assignment 2 A Macro View, Assignment 3 Investment Strategy, And more!
