Chapter 9b - TOOLS & TECHNIQUES OF EMPLOYEE BENEFIT AND...

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11th Edition College Course Materials Deanna L. Sharpe, Ph.D., CFP®, CRPC®, CRPS® Associate Professor CFP® Program Director Personal Financial Planning Department University of Missouri-Columbia Please Note : Correct answers for each question are indicated in bold type. After each question, the number of the page containing information relevant to answering the question is given. When a calculation is necessary or the reasoning behind a given answer may be unclear, a brief rationale for the correct answer is also given. Part A: Retirement Planning Estate and Retirement Planning Chapter 9: Estate and Retirement Planning for Qualified Plans and IRAs True/False 9.1 Qualified plans and IRAs may be subject to both estate tax and income tax 9.2 It is always better to roll over qualified plan assets to an IRA rather than keep the assets in the plan. 9.3
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Chapter 9b - TOOLS & TECHNIQUES OF EMPLOYEE BENEFIT AND...

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