Busi 352 exam - Study guides, Class notes & Summaries

BUSI 352 Exam 1 Verified Study Questions And Answers

Busi 352 Exam Questions With Verified Solutions

A good financial planning report must include an analysis of all of the following except a. where you are now b. where you want to be c. why you failed previously d. how to reach your goals - correct answer c Usual financial planning goals include the following except a. retirement funding b. current lifestyle c. career planning d. estate planning - correct answer c A client's formal financial planning rep...

Busi 352 Exam 3 Questions With Actual Responses

Which of the following pensions are exempt from ERISA reporting requirements? - correct answer state, federal, local gov, church Which of the following describes the report filed on Form 5500? - correct answer annual, filed by administrator, must be filed within 7 months after plan year ends, filed with dept of labor ERISA requires report and disclosure of benefits to plan participants under the ___? - correct answer...

The American Opportunity Credit is characterized by all of the following EXCEPT: - correct answer b. there is no requirement that the student pursue a degree The following features of an UTMA account set up in a child's name by a parent to pay for the child's college education are true EXCEPT - correct answer If the child chooses not to go to college the parent can revoke the account Bobby Ayala's sons are a...

BUSI 352- Final Exam Questions For Reflection With Correct Answers

angela snyder, age 32, has 19000 in her qualified retirement plan the maximum amount that angela can borrow against her account is what - correct answer 10,000 fiduciary typically includes - correct answer A fiduciary may be responsible for general well-being of another (e.g. a child's legal guardian), but often the task involves finances—managing the assets of another person, or of a group of people, for example. ...

Busi 352 Final Exam Questions And Answers | Guaranteed Success

BUSI 352 Final Exam Questions With Precise Answers