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[Retirement] 3, Qualified Plans
Season 3 · Episode 3

[Retirement] 3, Qualified Plans

Open Exam Prep · Ran Chen, EA, CFP®

December 27, 20244m 12s

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Show Notes

Include pension and profit-sharing plans, with specific types like 401(k), ESOPs, and cash balance plans. --

The CFP Exam is known for its difficulty, and as I embark on this learning journey, I’ve found it to be quite challenging. I created this podcast to document my study notes, and I hope you find them helpful in your own preparation.

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