1 of 55
Term
Max contributions to a Coverdell ESA
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$2,500 per student $2k per year, per bene
$15k a year $6k/year (+$1k extra for ages 50+)
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2 of 55
Definition
recession
,Give this one a try later!
GDP decreasing means technological factors
depression (time period) TABLEs are incidental!
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3 of 55
Definition
use END mode on calculator
Give this one a try later!
Annuity due Ordinary Annuity
Integrity (huc) technological factors
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4 of 55
Term
Refrain from borrowing or lending money and commingling (ccbl)
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, $1M, $200k single, $300k spousal -financial advice
income -financial planning
-commingle
-homestead
-client assets
-life insurance
-borrow
-qualified plans
-lend
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5 of 55
Definition
$6k/year (+$1k extra for ages 50+)
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Max contributions to a 529 ABLE Max contributions to a Roth
account IRA
Max contribution to a lifetime Max contributions to a Coverdell
learning credit ESA
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6 of 55
Definition
, -honesty
-upstanding
-candor
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Integrity (huc) Diligence (tt)
Ordinary Annuity Annuity due
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7 of 55
Definition
-active consent
-disclosure
-manage
-material conflict
-ambiguity
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Qualitative/subjective client
Max contributions to a 529 plan
information
Disclose and manage conflicts
Comply with the law (lrrs)
of interest (admma)
Term
Max contributions to a Coverdell ESA
Give this one a try later!
$2,500 per student $2k per year, per bene
$15k a year $6k/year (+$1k extra for ages 50+)
Don't know?
2 of 55
Definition
recession
,Give this one a try later!
GDP decreasing means technological factors
depression (time period) TABLEs are incidental!
Don't know?
3 of 55
Definition
use END mode on calculator
Give this one a try later!
Annuity due Ordinary Annuity
Integrity (huc) technological factors
Don't know?
4 of 55
Term
Refrain from borrowing or lending money and commingling (ccbl)
Give this one a try later!
, $1M, $200k single, $300k spousal -financial advice
income -financial planning
-commingle
-homestead
-client assets
-life insurance
-borrow
-qualified plans
-lend
Don't know?
5 of 55
Definition
$6k/year (+$1k extra for ages 50+)
Give this one a try later!
Max contributions to a 529 ABLE Max contributions to a Roth
account IRA
Max contribution to a lifetime Max contributions to a Coverdell
learning credit ESA
Don't know?
6 of 55
Definition
, -honesty
-upstanding
-candor
Give this one a try later!
Integrity (huc) Diligence (tt)
Ordinary Annuity Annuity due
Don't know?
7 of 55
Definition
-active consent
-disclosure
-manage
-material conflict
-ambiguity
Give this one a try later!
Qualitative/subjective client
Max contributions to a 529 plan
information
Disclose and manage conflicts
Comply with the law (lrrs)
of interest (admma)
