Series 66 podcast · Episode 17

Retirement Plans

56 min of listening
Client Profiles & Financial Planning. Available inside the full CertFuel Series 66 course in the app.

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Follow along with
the written unit.

Listen at your own pace, then use the matching lesson to revisit the details. The written material includes:

  • Individual Retirement Accounts (IRAs)
  • Solo 401(k)
  • Qualified Retirement Plans
  • Nonqualified Retirement Plans
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Put this episode into practice with adaptive questions and flashcards in the full Series 66 course.

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