Insurance
What should the "low-end" goalpost include when calculating life insurance needs?
What is outstanding debt and childcare?
This is the standard deduction for 28 year old with no children?
What is $15,000?
This is the allocation to our small cap manager in our moderate portfolio.
What is 5%?
This is the 2025, 401k salary deferral limit for a 51 year old.
What is $30,500?
The Dow Jones tracks how many companies?
What is 30?
In a VUL, who carries the invest risk within the policy?
What is the policyholder?
What are the 3 federal capital gains rates for investments?
What are 0%, 15%, 20%?
You must submit a share class analyzer for brokerage purchases over this dollar amount.
What is $20,000?
This is the tax penalty for missing an RMD.
What is 25% of the RMD?
This was the year that Ameriprise was founded.
What is 1894?
What are the qualifications are needed to activate a LTC policy?
What is not be able to perform 2 or more of the 6 ADLs or cognitive impairment?
What is the highest federal tax bracket?
What is 37%?
The S&P 500 has returned this since liberation day (April 8, 2025)
What is 20%?
This a reason that you would be exempt for a penalty on a premature IRA distribution.
What is higher education expense, birth or adoption, domestic abuse, disaster recovery, first time home buyer, disability?
This is the starting age to make QCDs.
What is 70.5?
Assume a client earns a 100k base and 50k bonus, what would their group DI typically cover?
What is 60-70k?
What is the 2025 child tax credit?
What is $2,000?
This is the deductible amount on a MO 529 contribution for a single filer.
What is $8,000?
This is the age that you can begin pulling money from your 401k in retirement without penalty.
What is 55?
This is the largest company by market cap.
What is Microsoft?
Assuming a 250k DB VUL 6 with ASR and cash value of 145k, what is the maximum monthly LTC benefit in dollars?
What is $10,00?
A married couple wants to gift the max amount to their son and daughter-in-law without using any gift tax exclusion. How much can they gift in 2025?
What is $76,000?
Explain the distribution rules on a non-spousal inherited Roth IRA.
What is 10 year payout w/ no annual RMDs, ending 12/31 of the 10th year?
At 62, your social security benefit is $700. This is your benefit if you delay to 70 years old.
What is $980-$1,000?
This is approx. minimum account size to be eligible for a Goldman Sachs line of credit.
What is $115,00?