Podcast Episodes
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[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 it…
1 year, 5 months 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…
1 year, 5 months 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 i…
1 year, 5 months ago
[Retirement] 21, ESOPs
Season 3 Episode 21
Employee stock ownership plans provide stock to employees, with special rules for voting rights and distributions. --
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1 year, 5 months 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, …
1 year, 5 months 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…
1 year, 5 months 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 …
1 year, 5 months ago
[Retirement] 14, Pension Plan Types
Season 3 Episode 14
Include defined benefit, cash balance, money purchase, and target benefit plans, each with unique funding and benefit structures. --
The CFP Exam is k…
1 year, 5 months ago
[Retirement] 13, Plan Limits
Season 3 Episode 13
Contribution limits for defined contribution plans are capped at the lesser of 100% of compensation or a specified dollar amount. --
The CFP Exam is k…
1 year, 5 months ago
[Retirement] 12, Top-Heavy Plans
Season 3 Episode 12
Require additional contributions for non-key employees if key employees hold more than 60% of plan assets. --
The CFP Exam is known for its difficulty…
1 year, 5 months ago