Chapter 21 - TOOLS TECHNIQUES OF EMPLOYEE BENEFIT AND...

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TOOLS & TECHNIQUES OF EMPLOYEE BENEFIT AND RETIREMENT PLANNING 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 Other Employer Retirement Plans Chapter 21: HR 10 (Keogh) Plan True/False 21.1 A Keogh plan is a qualified retirement plan that covers self-employed business owners and partners 21.2 Keogh plans are much simpler and less costly to administer than other forms of qualified retirement plans 21.3 An individual who has a Keogh plan cannot also invest in a traditional or Roth IRA. Answers: 21.1 true [p. 199] 21.2 false [p. 200] 21.3 false [p. 203] Multiple Choice 21.4 For the self-employed owner of an unincorporated business, advantages of a Keogh plan over a traditional IRA include which of the following: a.
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