Student Question from Margie
Course: Retirement Planning
I think I’m confused on my terminology. I always thought non-qualified plans were: SERP’s, Executive Deferred Comp., 457 Plans, etc. But … [Read More...]
Student Question from Leslie G
Course: Fundamentals of Financial Planning
Question: I thought that all investments were SIPC covered; however, does that change for an IRA invested in a money market fund or CDs? … [Read More...]
Which of the following statements concerning the disadvantages of universal life insurance is (are) correct?
(1) The future yield potential for the policy owner is uncertain.
(2) The semi-compulsory regular … [Read More...]
Student Question from Greg C
Course: Income Tax Planning
Question: Is the recapture full or is it prorated? I looked at section 2032A and couldn't quickly tell although it does not appear to be prorated. That is a … [Read More...]