In this episode, Sev and Nelson explore a few highly tested topics in the retirement section of the CFP® exam.

Topics covered:

  • IRAs
  • Qualified vs. non-qualified plans
  • Defined benefit plans
  • Defined contribution plans
  • Pension plans
  • Profit sharing plans
  • Other tax-advantaged plans
  • NQSOs & ISOs

To get in touch or to share your thoughts, you can reach Sev & Nelson at info@proexamtutors.com or call us at (224) 567-1854.

Released 11.02.22

Soul by Alex-Productions | https://onsound.eu/

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Creative Commons Attribution 3.0 Unsupported License

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