Episodes

  • [Retirement] 28, 457 Plans
    Dec 31 2024

    Nonqualified deferred compensation plans for government and tax-exempt entities, with special catch-up provisions. --

    The CFP Exam is known for its difficulty, and as I embark on this learning journey, I’ve found it to be quite challenging. I created this podcast to document my study notes, and I hope you find them helpful in your own preparation.

    --

    More Exam Prep Content Visit: https://open-exam-prep.com/

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    4 mins
  • [Retirement] 27, 403(b) Plans
    Dec 31 2024

    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 found it to be quite challenging. I created this podcast to document my study notes, and I hope you find them helpful in your own preparation.

    --

    More Exam Prep Content Visit: https://open-exam-prep.com/

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    4 mins
  • [Retirement] 26, SIMPLE Plans
    Dec 31 2024

    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 this learning journey, I’ve found it to be quite challenging. I created this podcast to document my study notes, and I hope you find them helpful in your own preparation.

    --

    More Exam Prep Content Visit: https://open-exam-prep.com/

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    4 mins
  • [Retirement] 30, Stock Options
    Dec 31 2024

    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 journey, I’ve found it to be quite challenging. I created this podcast to document my study notes, and I hope you find them helpful in your own preparation.

    --

    More Exam Prep Content Visit: https://open-exam-prep.com/

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    4 mins
  • [Retirement] 29, Nonqualified Plans
    Dec 31 2024

    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 journey, I’ve found it to be quite challenging. I created this podcast to document my study notes, and I hope you find them helpful in your own preparation.

    --

    More Exam Prep Content Visit: https://open-exam-prep.com/

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    4 mins
  • [Retirement] 23, Roth vs. Traditional IRAs
    Dec 30 2024

    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 learning journey, I’ve found it to be quite challenging. I created this podcast to document my study notes, and I hope you find them helpful in your own preparation.

    --

    More Exam Prep Content Visit: https://open-exam-prep.com/

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    4 mins
  • [Retirement] 22, Distribution Rules
    Dec 30 2024

    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 this learning journey, I’ve found it to be quite challenging. I created this podcast to document my study notes, and I hope you find them helpful in your own preparation.

    --

    More Exam Prep Content Visit: https://open-exam-prep.com/

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    4 mins
  • [Retirement] 21, ESOPs
    Dec 30 2024

    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, I’ve found it to be quite challenging. I created this podcast to document my study notes, and I hope you find them helpful in your own preparation.

    --

    More Exam Prep Content Visit: https://open-exam-prep.com/

    Show More Show Less
    4 mins