Master Retirement Plans: Essential SIE and Series Exams Tips

Are you preparing to take any of the following securities exams: SIE Series 6 Series 7 Series 65 Series 66 If so, this video is for you! Suzy Rhoades is here to present and explain 10 questions you need to know as you prepare for any of the above-mentioned securities licensing exams. In this video, our expert Securities exam prep instructor Suzy Rhoades will present questions related to the topic of Retirement Plans using questions presented directly from her securities exam prep licensing courses. If you are studying for any of the exams mentioned above, this video WILL help you PASS. Make sure to check out all videos in this series/playlist subscribe to our page and turn on notifications so you can watch as new editions are posted. Mark who just took Suzy's Securities Industry Essentials (SIE) exam prep course and had this to say about his experience: “I passed on my SIE exam on my first try!! If I didn’t have all the help from Suzy and her trick questions, I don’t know how I would have made it!” Check out more testimonials here: https://passmasters.com/testimonials/ You can expect questions related to this topic to appear on the following exams: Securities Industry Essentials (SIE) - https://passmasters.com/securities-ex... securities-industry-essentials-sie-exam/ Series 7 exam - https://passmasters.com/securities/se... Series 6 exam - https://passmasters.com/securities-ex... Series 65 exam - https://passmasters.com/securities-ex... Series 66 exam - https://passmasters.com/securities-ex... If you are studying for any of the above exams and would like to learn more about the PassMasters online video-based course offerings with Suzy, please click the link below: https://passmasters.com/securities-ex... #Series66ExamPrep #Series66TestQuestions Do you have questions about anything covered in this video? Or about any of the securities exams in general? Post a comment and we will respond asap. Thanks for viewing and happy studies! Contents of this video 0:00 - Welcome 0:35 - Practice Question 1 – Catch-up contributions 2:09 - Practice Question 2 – Roth IRA 3:12 - Practice Question 3 – Roth 401(k) UPDATE: As of 2024 under SECURE 2.0 Roth 401(k)s no longer require RMDs...making both answers A and C both incorrect! 4:04 - Practice Question 4 – Required minimum distributions 5:28 - Practice Question 5 – Early withdrawal penalty 6:36 - Practice Question 6 – Keogh 7:02 - Practice Question 7 – SEP IRA 7:45 - Practice Question 8 – Roth IRA 9:09 - Practice Question 9 – Profit-sharing plan 10:08 - Practice Question 10 – Qualified versus non-qualified plan 11:05 - Recap