Series 51: Rollover
Definition of the term
when the individual takes the retirement distribution (i.e., the funds) into their own personal possession and then looks for a new broker/company to invest the funds. This usually occurs when an employee leaves one job and takes his pension or accumulated account in one lump sum when he leaves.
Since you're reading about Series 51: Rollover, you might also be interested in:
to view this content!
What are people saying?
I just took and passed the Series 51 in one attempt. The Solomon materials were excellent. The Solomon simulated tests were very beneficial and were very similar to the actual 51 test. Thanks to Solomon I was well prepared to succeed. When I was taking the actual 51 exam, I did not encounter any surprises that I was not prepared for. Solomon seems to have it very well covered.
My method for success? I read the book chapter by chapter, taking the chapter practice tests along the way. I saved the questions I missed for review later. I then went through the book a second time using the same method.
After reviewing the questions I had missed on the smaller exams, I started taking the timed simulation for the test. Again, I reviewed the questions I got wrong, making sure I understood the reason for getting it wrong and what the right answer should be. I did this review of missed questions every time I took the simulated exam.
I took the simulated exam five or six times, getting scores in the low 80s.
This method prepared me to take the real test which I passed on my first attempt.
I highly recommend both Solomon and this study method for taking the 51.
Good luck all future test takers!!!!
I loved the online testing for the Series 51! I felt like the questions were trickier so it really prepared me for the real exam.
I just passed the S51 with an 86%. I want to express my sincere thanks to Solomon. I love the way you structure your practice exams. I always enjoy receiving speedy responses from Ask the Professor, especially from Karen. Karen, thank you for all your help, you are the best!!!!!!!
Thank you so much for the easy reading! I passed the 51 on my first attempt!!
Using Solomon was very helpful. The exam simulator tests were great, but I should have spent a little more time re-reading the chapters. Passed (Series 51) on my first try.
Read more reviews