1 of 183
Definition
One-time nonperiodic withdrawal. This could be for the entire
balance, or just part of the balance.
Interest out first (taxable), then principal
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Basis (investing) Capital Gain/Loss:
Probate: Lump Sum (distribution)
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, 2 of 183
Definition
Gift Tax, Estate Tax, Generation-skipping transfer tax
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Property Tax Assessments (3) Capital Gains Taxes (3)
Income Tax Deductions (3) Wealth Transfer Expenses (3):
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3 of 183
Definition
100 or fewer employees
$15,500 employee deferral limit and $3,500 catchup (2023)
This is lower than most other plans
Employer must contribute - either 3% match or 2% nonelective
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Section 457 Plan Defined Benefit Pension Plan
401k Plan SIMPLE Plan
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4 of 183
Term
rule of thumb for home insurance
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100% of the value 30% of the value
80% of the value 50% of the value
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5 of 183
Term
Automobile insurance has 4 areas of coverage:
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deductible coverage, roadside
comprehensive, property damage,
assistance, rental coverage, theft
personal injury, emergency services
protection
liability, medical payments,
physical damage, and
, uninsured motorists collision, theft, rental
reimbursement, roadside assistance
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6 of 183
Definition
an employee's right to at least a portion of the benefits accrued
under an employer pension plan, even if the employee leaves the
company before retiring
- how many years you gotta work for the boss to get your invested
share in retirement
- approved by ERISA
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Liabilities: Roth IRAs
Insurance Agents: Vesting:
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7 of 183
Term
Umbrella policies are usually written in increments of...
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Definition
One-time nonperiodic withdrawal. This could be for the entire
balance, or just part of the balance.
Interest out first (taxable), then principal
Give this one a try later!
Basis (investing) Capital Gain/Loss:
Probate: Lump Sum (distribution)
Don't know?
, 2 of 183
Definition
Gift Tax, Estate Tax, Generation-skipping transfer tax
Give this one a try later!
Property Tax Assessments (3) Capital Gains Taxes (3)
Income Tax Deductions (3) Wealth Transfer Expenses (3):
Don't know?
3 of 183
Definition
100 or fewer employees
$15,500 employee deferral limit and $3,500 catchup (2023)
This is lower than most other plans
Employer must contribute - either 3% match or 2% nonelective
Give this one a try later!
Section 457 Plan Defined Benefit Pension Plan
401k Plan SIMPLE Plan
, Don't know?
4 of 183
Term
rule of thumb for home insurance
Give this one a try later!
100% of the value 30% of the value
80% of the value 50% of the value
Don't know?
5 of 183
Term
Automobile insurance has 4 areas of coverage:
Give this one a try later!
deductible coverage, roadside
comprehensive, property damage,
assistance, rental coverage, theft
personal injury, emergency services
protection
liability, medical payments,
physical damage, and
, uninsured motorists collision, theft, rental
reimbursement, roadside assistance
Don't know?
6 of 183
Definition
an employee's right to at least a portion of the benefits accrued
under an employer pension plan, even if the employee leaves the
company before retiring
- how many years you gotta work for the boss to get your invested
share in retirement
- approved by ERISA
Give this one a try later!
Liabilities: Roth IRAs
Insurance Agents: Vesting:
Don't know?
7 of 183
Term
Umbrella policies are usually written in increments of...
Give this one a try later!
