Archive for the ‘Financial Services’ Category

 

What retirement plan rules do you need to know for the series 7 exam?

Tuesday, September 15th, 2009
Tommy asked:


I have a STC book my company gave me and it has the 2004 numbers for all the retirement plans. I know there was a major change in late 2006, so should I know the old rules or the new ones?

Also, I’m getting at least 90% on all practice exams and understand the options in the book very well. The only thing I have trouble with is remembering some details like all the exemptions for rule 2790. Is the exam that detailed?

Maurice

Tags: , , , , ,
Posted in Financial Services | Comments Off

 

What is better a retirement plan or a 401K plan? Is there a difference and how much should I save a month?

Thursday, March 12th, 2009
**A Perfect Gentleman** asked:


Do you know a good place to start when your employer is not doing retirement because you do not have enough hours? I dont feel like Social Security will be around when I get to the age to draw. That will be like in 2040 something.

Esther

Tags: , ,
Posted in Financial Services | Comments Off

Categories
Bookmarks
Search
Archive

You are currently browsing the archives for the Financial Services category.