Chapter 24 - 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 Other Employer Retirement Plans Chapter 24: Tax Deferred Annuity True/False 24.1 In-service withdrawals are not permitted in a Tax Deferred Annuity 24.2 Tax Deferred Annuity plans allow employer contributions in addition to or instead of employee salary reductions 24.3 A Tax Deferred Annuity is not subject to Section 415 limits. Answers: 24.1 false [p 244] 24.2 true [p 245] 24.3 false [p 245] Multiple Choice 24.4 Which of the following cannot offer a Tax Deferred Annuity? a. the First Baptist Church b. Healthsmart Drug Store, Inc. c.
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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 24 - TOOLS TECHNIQUES OF EMPLOYEE BENEFIT AND...

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