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Learn Qualified Plans

Study Qualified Plans using smart web & mobile flashcards created by top students, teachers, and professors. Prep for a quiz or learn for fun!

Top Qualified Plans Flashcards Ranked by Quality

  • SS Own Cards
    SS Own Cards

    SS Own Cards

    By: Shekar Supanekar
    3,053 Cards – 
    35 Decks – 
    2 Learners
    Sample Decks: Lesson 1 of Investment Planning: Fundamentals of Investments, Lesson 2 of Investment Planning: Portfolio Theory, Lesson 3 of Investment Planning: Measuring Return
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  • CFP
    CFP

    CFP

    By: Adam Farid
    1,011 Cards – 
    27 Decks – 
    17 Learners
    Sample Decks: Health Insurance, Long Term Care/Disability Coverage, Property And Liability Insurance
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  • Retirement
    Retirement

    Retirement

    By: Leo O'Connor
    640 Cards – 
    11 Decks – 
    28 Learners
    Sample Decks: Chapter 3 - Qualified Plan Overview, Chapter 4 - Qualified Pension Plans, Chapter 5 - Profit Sharing Plans
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  • Enrolled Agent: Individual Exam 2020
    Enrolled Agent: Individual Exam 2020

    Enrolled Agent: Individual Exam 2020

    By: susan smaus
    876 Cards – 
    32 Decks – 
    153 Learners
    Sample Decks: Standard Deduction and Filing Requirements, Due Dates and Penalties, Filing Status: Single, Married Filing Joint (MFJ) and Married Filing Seperate (MFS)
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  • CFP - Retirement Planning
    CFP - Retirement Planning

    CFP - Retirement Planning

    By: Courtney Kenning
    243 Cards – 
    8 Decks – 
    8 Learners
    Sample Decks: Qualified Plans, Qualified Pension Plan, Profit Sharing Plans
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  • Fast Forward Academy Flash Cards
    Fast Forward Academy Flash Cards

    Fast Forward Academy Flash Cards

    By: Laura Ivers
    4,384 Cards – 
    113 Decks – 
    10 Learners
    Sample Decks: Citizens And Dependents, Filing Status, Wages, Salaries and Other Earnings
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  • CFP 3/17
    CFP 3/17

    CFP 3/17

    By: Kimberly Papik
    772 Cards – 
    48 Decks – 
    30 Learners
    Sample Decks: Financial Planning Process, Insurance, Ethics and Law
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  • CFP Exam Prep
    CFP Exam Prep

    CFP Exam Prep

    By: Marques Young
    561 Cards – 
    21 Decks – 
    2 Learners
    Sample Decks: Fundamentals & Insurance - Ethics, Law & Code of Ethics, Fundamentals & Insurance - RIAs, Elements of Financial Planning _ Behavioral Considerations _ Economic Business Cycle & Consumer Protection, Fundamentals & Insurance - Financial Statements & Analysis _ Education Planning _ Principles of Insurance
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  • Test your recall
    Test your recall

    Test your recall

    By: Anonymous Student
    1,255 Cards – 
    38 Decks – 
    3 Learners
    Sample Decks: Key Facts and Figures, Key Ratios, GPFP - 1
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  • Insurance
    Insurance

    Insurance

    By: Patrick H
    647 Cards – 
    17 Decks – 
    9 Learners
    Sample Decks: General Insurance, HI regulation, Medical And Dental Plans
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  • SIE SELF STUDY
    SIE SELF STUDY

    SIE SELF STUDY

    By: Kris Queen
    535 Cards – 
    18 Decks – 
    18 Learners
    Sample Decks: Regulatory entities agencies and market participants, SUITABLE RECOMMENDATIONS SUMMARY, SALES PRACTICES
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  • Employee Benefit Final
    Employee Benefit Final

    Employee Benefit Final

    By: Jessa Siefertson
    210 Cards – 
    11 Decks – 
    7 Learners
    Sample Decks: Ch. 7 Qualified Plan Rules, Ch. 14 Defined Benefit Pension Plan, Ch. 15 Cash Balance Pension Plan
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  • Retirement Planning
    Retirement Planning

    Retirement Planning

    By: Omen Quelvog
    256 Cards – 
    8 Decks – 
    1 Learner
    Sample Decks: Qualified Plans Requirements, DB Plans, PS and DC Plans
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  • Disability Insurance
    Disability Insurance

    Disability Insurance

    By: Victor Gamboa
    276 Cards – 
    9 Decks – 
    1 Learner
    Sample Decks: Rules & Regulation, Health Insurance Markeitng Practices, Disability Income And Related Insurance
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  • Retirement Planning & Employee Benefits
    Retirement Planning & Employee Benefits

    Retirement Planning & Employee Benefits

    By: Tim Wiand
    706 Cards – 
    5 Decks – 
    3 Learners
    Sample Decks: Introduction to Qualified Plans (Lesson 1), Pension Plans and Profit Sharing Plans (Lesson 2), Administration of Qualified Plans (Lesson 3)
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  • Retirement Plans Final
    Retirement Plans Final

    Retirement Plans Final

    By: Hannah Nearey
    91 Cards – 
    5 Decks – 
    3 Learners
    Sample Decks: Distribution Of Qualified Plans, Plan Selection and Administration, IRAS and Roth IRAS
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  • Retirement Planning
    Retirement Planning

    Retirement Planning

    By: Tommy Boye
    367 Cards – 
    25 Decks – 
    6 Learners
    Sample Decks: CH 1 - Pension & Retirement Planning Overview, CH 2 - The Retirement Field, CH 3 - Preliminary Concerns
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  • Retirement
    Retirement

    Retirement

    By: Jeff Kort
    209 Cards – 
    10 Decks – 
    10 Learners
    Sample Decks: Defined Benefit Plans, Qualified Plans, Other Tax Advantaged Plans
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  • Retirement Planning and Employee Benefits
    Retirement Planning and Employee Benefits

    Retirement Planning and Employee Benefits

    By: Susanna Pinto
    487 Cards – 
    12 Decks – 
    1 Learner
    Sample Decks: 1. Retirement Needs Analysis, 2. Qualified Retirement Plans, 3. Non-Qualified Plans
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  • Life Insurance Course
    Life Insurance Course

    Life Insurance Course

    By: Maria Rodriguez
    630 Cards – 
    12 Decks – 
    5 Learners
    Sample Decks: General Insurance, Life Insurance Basica, Life Insurance Policies
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  • GS 849 Charitable Strategies
    GS 849 Charitable Strategies

    GS 849 Charitable Strategies

    By: Kelli Kurtz
    398 Cards – 
    9 Decks – 
    16 Learners
    Sample Decks: Assignment 1: Case of Jill Donor, Assignment 2: Tax Framework For Charitable Giving, Assignment 3: Charitable Remainder Trusts, CGAs, and Single-Premium Immediate Life Income Annuities
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  • Health and Life Insurance Industry (ExamFX)
    Health and Life Insurance Industry (ExamFX)

    Health and Life Insurance Industry (ExamFX)

    By: Jade SL
    234 Cards – 
    7 Decks – 
    18 Learners
    Sample Decks: Ch. 1 (General Insurance), Ch. 2 (Life Insurance Basics), Ch. 3 (Life Insurance Policies)
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  • CFP Pre-Study Flashcards
    CFP Pre-Study Flashcards

    CFP Pre-Study Flashcards

    By: Riley Giauque
    264 Cards – 
    4 Decks – 
    1 Learner
    Sample Decks: Retirement Planning and Employee Benefits - Lesson 1 (Introduction to Qualified Plans), RP and EB - Lesson 2 (Pension Plans and Profit Sharing), RP and EB - Lesson 3 (Administration of Qualified Plans)
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  • Retirement Savings and Income Planning
    Retirement Savings and Income Planning

    Retirement Savings and Income Planning

    By: Christopher Marrone
    355 Cards – 
    11 Decks – 
    3 Learners
    Sample Decks: Retirement Needs Analysis, Social Security and Medicare, Medicaid
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  • CHFC HS 326 PLANNING FOR RETIREMENT NEEDS
    CHFC HS 326 PLANNING FOR RETIREMENT NEEDS

    CHFC HS 326 PLANNING FOR RETIREMENT NEEDS

    By: Laura Golden
    285 Cards – 
    10 Decks – 
    1 Learner
    Sample Decks: CHAPTER 2 ACCUMULATION & DISTRIBUTION, Chapter 3 Qualified Plan Overview, Chapter 4 Qualified Pension Plans
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  • ChFC - Retirement Planning & Employee Benefits
    ChFC - Retirement Planning & Employee Benefits

    ChFC - Retirement Planning & Employee Benefits

    By: Jose Ledesma
    58 Cards – 
    5 Decks – 
    2 Learners
    Sample Decks: 02. Retirement Planning Accumulation & Distributions, 03. Qualified Plan Overview, Calculations & Formulas
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  • Primerica Life Insurance
    Primerica Life Insurance

    Primerica Life Insurance

    By: Tyler Vanderhoff
    219 Cards – 
    7 Decks – 
    4 Learners
    Sample Decks: General Insurance, Life Insurance Basics, Life Insurance Policy Provisions, Riders, and Options
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  • HS326 Planning For Retirement Income
    HS326 Planning For Retirement Income

    HS326 Planning For Retirement Income

    By: Ashleigh Baratta
    169 Cards – 
    5 Decks – 
    1 Learner
    Sample Decks: Chapter 2: Retirement Planning Accumulations and Distributions, Chapter 3: Qualified Plan Overview, Chapter 4: Qualified Pension Plans
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  • CFP 5 - Retirement Savings and Income Planning
    CFP 5 - Retirement Savings and Income Planning

    CFP 5 - Retirement Savings and Income Planning

    By: Mike Hcolluccm
    164 Cards – 
    10 Decks – 
    6 Learners
    Sample Decks: 105-1 Qualified Plan Requirements & Regulatory Plan Considerations, 105-2 Defined Benefit & Other Pension Plans, 105-3 Profit-Sharing and Other Defined Contribution Plans
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  • Retirement
    Retirement

    Retirement

    By: Madison M
    210 Cards – 
    10 Decks – 
    1 Learner
    Sample Decks: Retirement Planning, Social Security, Types of Retirement Plans
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