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2025 SIMPLE IRA Limits + CFPĀ® Prep Clarification
Hello @DavidMannaioni_CFFP and @GaryClement_CFFP Iām starting a new thread so you can assist the student with their questions. The question was originally sent to me directly through messaging on my community account. Iām reposting it here so everyone can see it. Below is the original inquiry: Can you assist with questionsā¦
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š Starting Strong: Your Entry into the Financial Planning Profession
Just getting started in the financial services industry? The early years of your career are the perfect time to build a strong foundationāand the right credentials can open doors and boost confidence. Two great starting points: š FPQPĀ® ā Financial Paraplanner Qualified Professionalā¢ Designed for entry-level professionalsā¦
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š¢We want to hear from you! Why is financial literacy learned at the high school age so important?
As financial professionals, you already know the importance of financial literacy. Recently, at the VITA U conference, David Mannaioni (@DavidMannaioni_CFFP ) delivered a presentation specifically highlighting financial literacy among high school students and the importance of empowering the next generation. I was able toā¦
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FINA565 Overview
In FINA565, youāll dive into the rigorous world of investment analysis, focusing on both equity and fixed income valuation. Over the next eight weeks, youāll develop the skills and knowledge essential for making sound investment decisions and performing thorough security analyses. What Youāll Learn Valuation Techniques:ā¦
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Are retirement loans double taxed?
The Answer is Yes and No Some say yes. The loan is paid back with after-tax dollars. That means the loan payments are taxed when going back into the plan. Then that money is taxed again when withdrawn in retirement. In other words, the loans do not reduce the personās taxable income in the years the loan is repaid, andā¦
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VITA U and the College for Financial Planning
What is VITA U, and why did CFFP attend this conference? Hi, Financial Planners! As I mentioned inĀ last week's post, I had the opportunity to join @AmanSunder_CFFP, @AmyRell_CFFP & @DavidMannaioni_CFFP at theĀ VITA U conference in Rio Grande, Puerto Rico šµš·Ā last month, where I not only learned about the program but alsoā¦
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What is VITA U and why did CFFP attend the conference in Rio Grande Puerto Rico?šµš·
Hi, my name is Kendra, and I am one of the Online Community Managers here at Kaplan Community. š A few weeks ago, I got the opportunity to join Dr.@AmyRell_CFFP @DavidMannaioni_CFFP and Dr.@AmanSunder_CFFP at the VITA U conference in Rio Grande, Puerto Rico. I learned so much about the VITA U program and I also got to seeā¦
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š Which Designation Is Right for Your Next Step?
Are you trying to figure out which designation is right for you?š Use this guide to help you choose the professional designation that aligns with your goals. If you still have questions, we want to hear from you! Share them in the comments below.š š¢ Just Getting Started in the Industry? FPQPĀ® ā Foundations of financialā¦
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š Hello, June! Letās Talk Summer Plans
Summer is officially hereāand weād love to hear what youāre looking forward to in the weeks ahead! āļø Are you planning to unplug and recharge? š Starting a new course or studying for a designation? āļø Traveling somewhere funāor enjoying a quiet staycation? Iām taking a two-day road trip vacation from Colorado to Michiganā¦
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What to do when you receive a Letter from the IRS
So a client received a letter from the IRS informing them that they are subject to an IRS field audit. The letter indicates the IRS is especially concerned about their numerous rental activities. They have been asked to substantiate income and expenses for these activities over the past three tax years but they have notā¦