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Learner Outcome
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Activity (optional)
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Assessment
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Describe common assumptions used in analyzing retirement
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Examination questions and assignments
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Design a savings plan to maximize the probability of achieving a case client’s goals and mitigating longevity risk
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Case preparation
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Calculate the retirement funding and income distribution plans under varied scenarios
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Case preparation and assignments
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Explain work-to-retirement transitions and phased retirement
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Examination questions
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Describe the purpose and practices surrounding the Social Security System
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Examination questions and assignments
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Calculate the optimal date to begin receiving Social Security retirement benefits and the impact of the earnings test for a case client
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Examination questions and case preparation
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Describe the Medicare program, including the payroll taxes and eligibility structure
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Examination questions and assignments
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Distinguish between the four parts of Medicare coverage related to benefits, out-of-pocket costs and alternative insurance options to cover the gaps in coverage.
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Examination questions
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Propose the proper Medicare coverage and any supplemental coverage based on client circumstances
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Examination questions and case preparation
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Distinguish between qualified, government, non-qualified, and private tax-advantaged retirement plans
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Examination questions and case preparation
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Compare the various types of defined benefit, defined contribution and individual retirement accounts
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Examination questions and case preparation
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Differentiate between the various types of Individual Retirement Arrangements (IRAs)
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Examination questions and case preparation
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Propose an appropriate IRA for a client’s needs.
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Examination questions and case preparation
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Identify the factors that will affect the selection of a retirement plan for a business
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Examination questions and case preparation
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Choose a qualified or non-qualified retirement plan given a business owner’s goals and objectives.
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Examination questions and case preparation
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Discuss the rules and penalties regarding retirement plan distributions
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Examination questions and assignments
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Evaluate investments for both funding and retirement distribution purposes, considering the time horizon and risk tolerance of plan owners and beneficiaries.
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Examination questions and case preparation.
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| Prepare an investment portfolio that minimizes retirement income risk |
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Examination questions and case preparation |
| Describe how life insurance products may affect retirement plan decisions |
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Examination questions and case preparation |
| Outline the factors a business owner should consider when creating a succession plan. |
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Examination questions and case preparation |