| PLANNING FOR RETIREMENT NEEDS---Summary | ||
HS 326 |
Outline Of Contents (pages in assignment--70 total study pages) |
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Sample HS-326 Assignment |
Pension and Retirement Planning (3) | |
| 326-2 | How to Choose the Best Tax-Advantage Retirement Plan (Part I) (5) | |
| 326-3 | How to Choose the Best Tax-Advantage Retirement Plan (Part II) (6) | |
| 326-4 | Client Objectives and Retirement Plans (5) | |
| 326-5 | Plan Loans---Vesting---and Retirement-Age Provisions (4) | |
| 326-6 | Plan Funding and Investing Issues (6) | |
| 326-7 | Pension Plan Installation, Administration, and Termination (6) | |
| 326-8 | Nonqualified Deferred-Compensation Retirement Plans (6) | |
| 326-9 | Individual Retirement Plans (4) | |
| 326-10 | Individual Retirement Planning (5) | |
| 326-11 | Post-Retirement Monetary Needs (4) | |
| 326-12 | Determining Post-Retirement Date Monetary Needs and Retirement Investments (9) | |
| 326-13 | Retirement Plan Distributions (7) | |
| Bonus Book |
Key Words with their Definitions, Sample Exam and Answers with Explanations (48 total study pages) |