Posts Tagged ‘three ways’
January 12th, 2010
(Tad Majerek) - Like most people, you’ve probably spent years building your retirement savings in an IRA by saving in a disciplined manner and investing to help it grow. If you’d like your children and grandchildren to benefit from your retirement savings, consider the benefits of a “stretch-out” IRA.
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Tags: 1 million, 45 years, beneficiaries, beneficiary designation, decades, grandchildren, heirs, income tax, ira assets, ira beneficiary, life expectancy, lifetime, minimum distribution requirements, required minimum distributions, retirement savings, roth ira, tax deferral, three ways, traditional ira, withdrawals
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| Posted in News and Opinion |
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September 1st, 2008
(Money Manager) - This designation is offered by the Institute of Certified Bankers. The candidate must have some combination of professional work experience and education.
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Tags: aba, bachelor, choice examination, ctfa, designation, ethics, experience and education, icb, institute of certified bankers, letter of recommendation, management experience, multiple choice, personal trust, professional work experience, three ways, wealth management
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| Posted in Definitions & Designations |
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September 1st, 2008
(Money Manager) - This designation is offered by the Society of Certified Senior Advisors. The candidate must complete an initial profile and questionnaire, pass a background check, pass an examination based on the CSA Code of Professional Responsibility, and sign the code.
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Tags: code of professional responsibility, college degree, continuing education, coursework, designation, initial profile, questionnaire, three ways, volunteer hours, work experience requirements, working with seniors
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| Posted in Definitions & Designations |
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September 1st, 2008
(Money Manager) - This designation is offered by the Institute of Real Estate Management. The candidate must fulfill both education and examination requirements. The education requirement can be fulfilled in one of three ways. One is to complete a series of required IREM courses.
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Tags: assessment test, bachelor, cfm, code of ethics, commercial investment member, continuing education, designation, designations, education requirement, irem courses, management plan, pcam, professional community, property management, real estate management, retirement plans, sec education, shopping center, skills assessment, three ways
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| Posted in Definitions & Designations |
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