What retirement plan rules do you need to know for the series 7 exam?
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?
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: Options, Practice Exams, Retirement Plan, Retirement Plans, Rule 2790, Series 7 Exam