F高优先级

退休储蓄与收入规划

Retirement Savings and Income Planning

18%考试权重
10主题数量

主题列表

F.44Retirement needs analysis
F.45Social Security and Medicare planning
F.46Eldercare and special needs planning
F.47Types of retirement plans
F.48Qualified plan rules and options
F.49Non-qualified plan rules and options
F.50Key factors affecting plan selection for businesses
F.51Distribution rules and taxation
F.52Retirement income and distribution strategies
F.53Business succession planning