Retirement Flashcards
1
Q
10% Penalty Exemptions
A
2
Q
Conversion Distributions
A
3
Q
DB vs. DC Plans
A
4
Q
Employee Contributions
A
5
Q
Inherited IRA RMD’s
A
6
Q
Investment considerations for retirement plans
A
7
Q
IRA Deductability
A
8
Q
ISO and NSO
A
9
Q
ISO Taxation
A
10
Q
ISO vs. NQSO Taxation.
A
11
Q
ISO vs. NQSO
A
12
Q
Non Qual Stock Option Taxation
A
13
Q
NonQual Defferred Compensation
A
14
Q
Plan Charachteristics
A
15
Q
Profit Sharing vs. SEP
A
16
Q
RMD’s
A
17
Q
Roth Distributions 2
A
18
Q
Roth Distributions.
A
19
Q
Roth Withdraws
A
20
Q
Taking SS Before FRA
A
21
Q
Top Heavy Plans
A
22
Q
Type of retirment plans
A
23
Q
Types of buy sell arrangements
A
24
Q
Retirement Planning Needs Analysis
A
