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[Retirement] 7, Eligibility Requirements
Season 3 · Episode 7

[Retirement] 7, Eligibility Requirements

Open Exam Prep · Ran Chen, EA, CFP®

December 28, 20243m 53s

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Show Notes

Typically require age 21 and one year of service, with special rules for part-time employees under the SECURE Act. --

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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