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this lecture will cover two key topics retirement plans and annuities this lecture applies primarily to the series six the series seven series 24 series 10 and the series 65 and 66 examinations as it relates to retirement plans on the exam there are all sorts of rules regarding the time limit to contribute the deadline to contribute the acceptable contributions the fact that you can start to take money out 59 and a half you have to take money out at seven and a half Im not going to focus as much on those details in this lecture because those are largely memorization issues where students tend to have difficulties with retirement plans is remembering which plans are pre tax plans also called qualified plans thats a term Im gonna use here in this lecture and which tax are out which plans are after tax plans also called non qualified plans so some of these plans are pre-tax some of these plans are after tax so starting with corporate retirement plans a corporate hiring plan could be q
