[Retirement] 15, Actuarial Requirements

Dec 29, 2024 · 4 min · Season 3 · Episode 15 · 5.2 MB

0:00-4:18

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Defined benefit and cash balance plans require actuarial calculations to determine funding needs. --

The CFP Exam is known for its difficulty, and as I embark on this learning journey, I’ve found it to be quite challenging. I created this podcast to document my study notes, and I hope you find them helpful in your own preparation.

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