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Retirement Planning
Chapter 4: Qualified Pension Plans/SOCIAL SECURITY INTEGRATION: DC PLANS (2 OF 2)
Warren Academy Course SyllabusSyllabus Slides
Chapter Study Session

Chapter 4: Qualified Pension Plans

SOCIAL SECURITY INTEGRATION: DC PLANS (2 OF 2)

01.Core Concepts

What is the excess rate and the maximum disparity for base rate? Base rate equals: • 1% • 2% • 3% • 5% • 5.7% • 10% • 12%