[Retirement] 3, Qualified Plans

27/12/2024 4 min Temporada 3 Episodio 3
[Retirement] 3, Qualified Plans

Listen "[Retirement] 3, Qualified Plans"

Episode Synopsis

Include pension and profit-sharing plans, with specific types like 401(k), ESOPs, and cash balance plans. --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/