September 2019: Kiddie Tax, Fiduciary Rules and Retirement "Alphabet Soup"

Posted by Jerry Mee, CFP®

Sep 1, 2019

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In this episode Mike and Jerry tackle the kiddie tax and how to calculate it, explain why the fiduciary rule changes are not so scary and make sense of today's retirement plan type "alphabet soup" (ingredients include 401ks, IRAs, SEPs, 457s, 403bs and more).

Here is the Kiddie Tax Calculation Practice Question that Mike and Jerry cover during the episode.

 

 

The BIF Bites podcast covers topics that are important to those seeking CFP® certification and really anyone that wants to better understand the financial services industry in general.

Jerry Mee is Director of Student Support at the Boston Institute of Finance (BIF) and has nearly a decade’s worth of experience in the financial services industry.

Mike Long, CFP®, ChFC®, CLU® is the Director of Curriculum for the Boston Institute of Finance (BIF). He has made his career in financial services and financial services education over the past 38 years.

The Boston Institute of Finance (BIF) seeks to provide the best possible educational experience for each and every one of its students. We are educators that specialize in building industry-leading online programs. Our CFP® curriculum was first to fully satisfy the CFP® Education requirement 100% online.

 

Topics: BIF Bites Podcast

ABOUT THE BOSTON INSTITUTE OF FINANCE

We strive to provide the best possible educational experience for each and every one of our students.

We are educators that specialize in building industry-leading online programs. Our CFP curriculum was first to fully satisfy the CFP Education requirement 100% online.
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Last updated: December 28, 2023

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Types of Data Collected

Personal Data

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Business Transactions

If the Company is involved in a merger, acquisition or asset sale, Your Personal Data may be transferred. We will provide notice before Your Personal Data is transferred and becomes subject to a different Privacy Policy.

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Under certain circumstances, the Company may be required to disclose Your Personal Data if required to do so by law or in response to valid requests by public authorities (e.g. a court or a government agency).

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Children's Privacy

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Changes to this Privacy Policy

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Contact Us

If you have any questions about this Privacy Policy, You can contact us:

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Refund Policy

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We are confident that you will be satisfied with your learning experience. However, if you need to cancel your online course enrollment for any reason, we grant refunds within the first 15 days of purchase. The 15 day refund period begins on the date of your initial purchase.

Subsequent enrollments in courses of the same certification are not refundable. Re-enrollments, extensions and continuation packages are not refundable. The first payment of a payment plan is refundable if you are within 15 days, but subsequent payments are not refundable.

Textbooks and other tangible materials are not refundable.

No refunds will be granted after 15 days from the date of original purchase. No exceptions (including medical, financial, etc.) will be made. Refunds are granted to first-time students only.

Please remember, if you are having difficulties we will always endeavor to go above and beyond to help you. We want nothing more than for you to succeed.