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Question 1:  How do REITs compare to mutual funds?

Question 2:  List 3 advantages and disadvantages of owning rental property.

Question 3:  Define ROI.

Question 4:  What is the maximum IRA contribution for someone over age the age of 50 and under the age of 50.

Question 5:  Can you invest in a retirement plan through your employer and still invest in an IRA (Yes or No)?

Question 6:  Explain the tax implications of drawing your money out of a Traditional IRA before the age of 59.5 (assuming this is not a distribution that is considered an early withdrawal exception)?

Question 7:  What is a Required Minimum Distribution (RMD)?  How is this RMD calculated?

Question 8:  Explain the tax inefficiency of borrowing funds from your 401(k)?

Question 9:  What is a power of attorney?

Question 10:  What are some of the benefits of establishing a trust?

Questions 11:  How does the probate process work?  Are there costs involved?

Question 12:  What is a conservatorship of a minor? 

Refer to Assigned Cases

Question 13:  Do you feel as though your person(s) should increase their retirement plan contributions?  Are they recieving their full employer match? 

Question 14:  Do you feel assigned person(s) have the proper estate plans in place?  Do you think the person(s) need a will and/or a Trust?  Why or why not.

Question 15:  What are some of the risks your person(s) are exposed to given their current estate planning goals?

Question 1:

How do REITs compare to mutual funds?

Question 2:

List 3 advantages

and disadvantages of owning rental property.

Question 3:

Define ROI.

Question 4:

What is the maximum IRA

contribution for someone over a

ge the age of 50

and under the age of 50.

Question 5:

Can you invest in a retirement plan through your employer and still invest in

an IRA (Yes or No)?

Question 6:

Explain the tax implications of drawing your money out of a Traditional

IRA

before the age

of 59.5 (assuming this is not a distribution that is considered an early

withdrawal exception)?

Question 7:

What is a Required Minimum Distribution (RMD)?

How is this RMD

calculated?

Question 8:

Explain the tax inefficiency of borrowing funds from your

401(k)?

Question 9:

What is

a power of attorney?

Question 1: How do REITs compare to mutual funds?

Question 2: List 3 advantages and disadvantages of owning rental property.

Question 3: Define ROI.

Question 4: What is the maximum IRA contribution for someone over age the age of 50

and under the age of 50.

Question 5: Can you invest in a retirement plan through your employer and still invest in

an IRA (Yes or No)?

Question 6: Explain the tax implications of drawing your money out of a Traditional IRA

before the age of 59.5 (assuming this is not a distribution that is considered an early

withdrawal exception)?

Question 7: What is a Required Minimum Distribution (RMD)? How is this RMD

calculated?

Question 8: Explain the tax inefficiency of borrowing funds from your 401(k)?

Question 9: What is a power of attorney?