FILI
DI
TAX
PLANNING
FIDELITY
100
How many fund options are in Clear?
None
100
How many holdings will Blackrock DI typically own?
What is 8-15
100
What is the FICA tax rate for an employee
What is 7.65
100
What is Fidelity's process for data gathering?
What is CSS
100
What is the largest mutual fund Fidelity Manages?
What is Cash Reserves 135 Bil as of March 1/18
200
What is the M&E for Clear
.75
200
How many trades does the portfolio typically make in a year?
What is 5-12
200
HSA Statutory Contribution Maximum?
What is $6,900
200
What are the 5 pillars of CSS?
What is Prepare, Connect, Explore, Reccommend, Develop
200
Who is the retail fund manager of Contrafund?
Who is William Danoff
300
How old can the oldest annuitant be for Clear?
What is 80
300
What % of bonds worldwide are yielding less than 4%??
What is 85%
300
What is Social Security FRA if you were born in 1961?
What is 67
300
What is the Estate tax exemption for an individual for 2018?
What is $11.2
300
Who is the fund manager for Low Priced Stock?
Who is Joel Tillinghast
400
Who are the providers for SPDA?
What is 5
400
What portion of DI will be invested in ETF's?
What is 70%
400
What is the Roth IRA phaseout for a married filing jointly couple?
What is $189,000-$199,000
400
What is the gift tax exclusion for 2014 for an individual?
What is 14,000
400
What two funds did Ned Johnson run?
What is Fidelity Trend and Fidelity Magellan
500
What is the makeup of the VIP Funds Manager 50?
What is 35% domestic, 15% International, 40% bonds, 10% short term
500
What is the range of fee for DI?
What is .55 to 1.1
500
What is the max benefit for PBGC?
What is $5369.33
500
What is the tax rate for an estate over $11,200,000
What is 40%
500
Where did Ned Johnson get his bachelor's degree from?
What is Harvard University
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