SIE: 8.2.10.2. Roth 401(k)

Taken from our SIE Online Guide

8.2.10.2. Roth 401(k)

Roth 401(k)s are retirement plans that have similarities to both Roth IRAs and 401(k) plans. As with a Roth IRA, participants make after-tax dollar contributions to the account. As long as they are over 59 1/2 years old and have had the account for five years or more, they can make all withdrawals tax-free.

+ Read More

More SIE Info

What are people saying?

Create an Account

Since you're reading about SIE: 8.2.10.2. Roth 401(k), you might also be interested in:

Series 52 - 4.5.11. Credit Risk and Ratings

Series 53 - 4.1.2.1.2. Variable-Rate Securities

Series 79 - 8.2.1. The Preliminary Prospectus

Series 66 - Balance Sheet

Series 66 - Other Types of Bonds

Series 52 - Rule G-31—Reciprocal Dealings Prohibited

Series 24 - Identity Theft Red Flags

Series 65 - 8.1. The Securities Act of 1933

Series 65 - Duration

Series 99 - 1.1 Important Definitions in the Securities Industry

SIE - Use of Manipulative, Deceptive, or Other Fraudulent Devices

Series 63 -

Series 3 - Exercise

Please Enable Javascript
to view this content!

Site Login

TESTIMONIALS

What are people saying?

Solomon has been hugely helpful to me. In 2022, they helped me prepare for the SIE, Series 63, and Series 79 exams, and I passed all 3 on the first try. I give huge credit to their focused materials and suggested timelines for keeping me on track!

William Windham, Solebury. Brooklyn, NY.

I finally passed my SIE this month. Thank you to this AMAZING, pass or money back Solomon's test materials. I did study the book, did the simulated exams about 15 times and quizzes at least 5 times each before taking the exam. The testimonials here helped me follow a strategy and I stayed focused on passing. Solomon exam prep material really prepares you for the exam, I passed on Aug 21 2021 after using other competitive materials to no success. Thank you Solomon Exam Prep.

Omo Vanwie, Morgan Stanley. Columbus, OH

The (SIE) exam was tough, but I was well prepared after studying with the Solomon Exam Prep guides. Having a set study schedule made this much easier to follow along. I'll definitely be using Solomon for my Series 6 and 63 exams!

Matthew Bird, Lincoln Investment. Liverpool, NY.

Thank you, Solomon! I passed the SIE and am now working on Series 7. Coming from a background outside of Wealth Management and Finance, I found this material very user friendly. I regularly used the iPhone app as well as the online material, followed the study guide and took A LOT of practice tests. I am grateful for the team at Solomon with a special call out to Madi B and Jeremy S who gave me additional support whenever I needed it. I look forward to the Series 7 content as I was very impressed with the SIE content.

Jeremy Johnson, RBC Wealth Management. Green Bay, WI

I studied for both the SIE and the Series 99 with Solomon. Both texts more than prepared me for the exam. The practice questions in particular were extremely helpful and were even a bit more challenging than the actual exams. After reading and annotating both textbooks twice and taking each quiz multiple times to the point that I received high scores on each, I was confident taking the exam. Although there were a few questions here and there on the exams that seemed to be outside the scope of the material and had some differently worded questions, the quiz questions were quite in line with the actual exam. I passed both exams my first try. I highly recommend Solomon study material.

Eric Cunningham PNC Pittsburgh, PA

I was able to learn, practice, and pass both my SIE and Series 6 Exams ahead of schedule, while running my agency. The information was complete and the practice questions were plentiful! I highly recommend Solomon and will continue to use them in the future!

Shawn Swank, Swank Agency Allstate Insurance, Trinity, FL