SECTION IV: INVESTMENTS

Retirement Vehicles

In addition to the benefits of the individual securities we have discussed so far in this course, there are also retirement planning vehicles that Registered Representatives should be familiar with including:

• 401(k)s
• IRAs
• Roth IRAs; and
• SEPs.

For an in-depth discussion on retirement planning vehicles, please visit our Continuing Education course on Qualified Retirement Plans located out on ON-NET > Field Development > ON Trac II > Qualified Retirement Plans.

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