In this episode, Sev discusses the subject areas that you need to study and be aware of in the Retirement Savings and Income Planning module of the CFP® exam. Topics such as Social Security, qualified vs non-qualified ERISA plans, defined benefit vs defined contribution plans and distributions from these types of plans is discussed. The importance of knowing the key characteristics of IRAs and Roth IRAs is stressed, along with their tax characteristics. The Retirement Savings and Income Planning module covers many topics and focusing on the key characteristics and their importance, especially for business owners, will be critical. ____________________________________________ About Sev Meneshian 👉🏻 https://bit.ly/Sev-Meneshian-CFP Sev's Popular 2-Day CFP Exam "Tune-Up" 👉🏻 https://bit.ly/ProExamTutor-2Day-Tune-UP or text 'tune-up' to (888) 870-7277 Connect with Sev Meneshian CFP®, Lead Tutor @ ProExamTutors.com 🌎 https://www.proexamtutors.com ☎️ Schedule a call (888) 870-7277 💻 [email protected] 👉🏻 https://www.linkedin.com/in/sevmeneshian/ 👉🏻 https://www.facebook.com/proexamtutors/ 👉🏻 https://www.linkedin.com/company/pro-exam-tutors/ #cfpexamtutor #certifiedfinancialplanner #cfpexam #cfpexamprep #ERISA #retirementsavings #incomeplanning