Chapter 12 - TOOLS & TECHNIQUES OF EMPLOYEE BENEFIT AND...

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9th 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 ERISA and Tax Rules for Qualified Plans Chapter 12: Life Insurance in a Qualified Plan True/False 12.1 Life insurance is advantageous in defined benefit plans because it adds to the limit on deductible contributions 12.2 Employer contributions to purchase life insurance within a qualified plan are not tax deductible. 12.3
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This note was uploaded on 01/30/2012 for the course INS INS 3503 taught by Professor Tammimetz during the Fall '11 term at Mississippi State.

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Chapter 12 - TOOLS & TECHNIQUES OF EMPLOYEE BENEFIT AND...

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