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Qualified Employee Benefit Plans Part I - True/False (Explain) a) The Amount that a client has invested in real estate is not included in an
Qualified Employee Benefit Plans
Part I - True/False (Explain)
a) The Amount that a client has invested in real estate is not included in an assessment of retirement income need.
b) Retirement planning must consider current or future alimony and child support payments/
c) When helping a client plan for retirement, it is far more important to use an estimation process that is accurate as opposed to one that the client understands.
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