Скачать или смотреть EVERYTHING You Need to Know about Retirement Plans for the CFP Exam

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Today, Joe and Raman break down everything you need to know about retirement plans—especially when it comes to telling apart qualified and non-qualified options. We’ll guide you through the key features of each plan, contribution limits, eligibility requirements, and the often-confusing coverage and discrimination testing rules. You’ll also learn how to spot suitability scenarios, determine which clients qualify for which plans, and navigate those special rules that always seem to show up on the test—like catch-up contributions and vesting schedules.

Whether you’re just starting to study or looking to fine-tune your understanding before exam day, this episode is packed with practical tips, memory hacks, and the crucial distinctions the CFP Board loves to test.

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