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Essentials of Retirement Planning by Eric Robbins

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Questions and Answers

Chapter 1

  1. What are the tax advantages common to all types of tax-advantaged retirement savings plans?

    Answer: Employers receive a tax deduction for contributions that they make to the tax-advantaged retirement plans. At the same time, employees will not recognize taxable income until the benefits are distributed to them. It is presumed that the benefits will not be distributed until retirement. You will learn later in this course that tax-advantaged retirement plans can usually be rolled over into an IRA, which will further delay taxation.

  2. Do tax-advantaged plans need to invest in tax-favorable investments in order to remain tax-advantaged?

    Answer: There are certain investment prohibitions that you will learn about in a ...

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