Podcast Episodes
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[Retirement] 27, 403(b) Plans
Season 3 Episode 27
Available to public schools and certain nonprofits, with unique contribution limits and catch-up provisions. --
The CFP Exam is known for its difficulty, and as I embark on this learning journey, I’ve…
Published on 11 months, 2 weeks ago
[Retirement] 26, SIMPLE Plans
Season 3 Episode 26
Designed for small employers, allowing employee deferrals and employer contributions, with specific eligibility and contribution limits. --
The CFP Exam is known for its difficulty, and as I embark on…
Published on 11 months, 2 weeks ago
[Retirement] 30, Stock Options
Season 3 Episode 30
Include ISOs and NQSOs, providing employees the right to purchase stock at a set price, with specific tax treatments. --
The CFP Exam is known for its difficulty, and as I embark on this learning jour…
Published on 11 months, 2 weeks ago
[Retirement] 29, Nonqualified Plans
Season 3 Episode 29
Offer benefits to select employees without the restrictions of qualified plans, often involving deferred compensation. --
The CFP Exam is known for its difficulty, and as I embark on this learning jou…
Published on 11 months, 2 weeks ago
[Retirement] 23, Roth vs. Traditional IRAs
Season 3 Episode 23
Roth IRAs offer tax-free withdrawals and no required minimum distributions, while traditional IRAs offer tax-deferred growth. --
The CFP Exam is known for its difficulty, and as I embark on this learn…
Published on 11 months, 2 weeks ago
[Retirement] 22, Distribution Rules
Season 3 Episode 22
Qualified plans have specific rules for distributions, including penalties for early withdrawals and required minimum distributions. --
The CFP Exam is known for its difficulty, and as I embark on thi…
Published on 11 months, 2 weeks ago
[Retirement] 21, ESOPs
Season 3 Episode 21
Employee stock ownership plans provide stock to employees, with special rules for voting rights and distributions. --
The CFP Exam is known for its difficulty, and as I embark on this learning journey…
Published on 11 months, 2 weeks ago
[Retirement] 25, Roth IRA Conversions
Season 3 Episode 25
Allow conversion of traditional IRAs to Roth IRAs, with tax implications based on the conversion amount. --
The CFP Exam is known for its difficulty, and as I embark on this learning journey, I’ve fou…
Published on 11 months, 2 weeks ago
[Retirement] 24, IRA Contribution Limits
Season 3 Episode 24
Contributions are limited by earned income and age, with catch-up contributions allowed for those over 50. --
The CFP Exam is known for its difficulty, and as I embark on this learning journey, I’ve f…
Published on 11 months, 2 weeks ago
[Retirement] 15, Actuarial Requirements
Season 3 Episode 15
Defined benefit and cash balance plans require actuarial calculations to determine funding needs. --
The CFP Exam is known for its difficulty, and as I embark on this learning journey, I’ve found it t…
Published on 11 months, 2 weeks ago