Series 65: Contributions And Withdrawals

Taken from our Series 65 Online Guide

Contributions and Withdrawals

SEP plans, SIMPLE plans, and Keoghs all have characteristics in common with traditional IRAs. For example, contributions are generally made with pre-tax dollars, must be earned income, and must only be in cash. Taxes on contributions and earnings are deferred until withdrawal as long as withdrawals occur afte

Since you're reading about Series 65: Contributions And Withdrawals, you might also be interested in:

Solomon Exam Prep Study Materials for the Series 65
Please Enable Javascript
to view this content!