Series 7 - General Securities Representative Exam
Preview Mode
A new client is meeting with you to determine if a Roth IRA or a Traditional IRA would be best for her situation. Which of the following would not be a factor when determining the suitability of one versus the other?
Expected tax bracket at retirement
A
Current income
B
Potential need for pre retirement withdrawals
C
None - all are factors
D
Explanations
All of these are factors when determining the best choice of a Roth IRA vs a Traditional IRA
Pricing
Basic
Part of the questions for each course
-
- Course
- Questions
-
- SIE
- 20 of 150
-
- Series 6
- 30 of 500
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- Series 7
- 50 of 625