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Continuing Education credit — November 2022

As a subscriber to Financial-Planning.com, you can earn up to 12 hours of CE credit from the CFP Board and the Investments & Wealth Institute.

Please read the articles and answer the questions below. To find the related article, click on the hyperlinked title of the story – both online-only articles as well as stories published in the magazine.

You must answer 8 of the 10 questions correctly to qualify for CE credit.

Financial Planning does not email a certificate of completion. Please take a screenshot of the results screen, and keep the confirmation for your records. Financial Planning reports results to the CFP Board weekly. The board may take an additional two weeks to post results.

If you need assistance, please contact our Customer Success Team
1. In order to be considered a dependent, a child who is a full-time student must be younger than this age. *This question is required.
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2. A child can be disqualified as a dependent of their parents if they are able to provide more than this percentage — at minimum — of their own financial support. *This question is required.
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3. Withdrawals from a Health Savings Account made before age 65 for anything other than qualified medical expenses will incur a penalty of this percentage, in addition to regular income taxes. *This question is required.
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4. Bonus depreciation allows taxpayers to take a deduction immediately on an asset used for business purposes that has a “usable life” of this many years or less. *This question is required.
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5. By 2026, the bonus depreciation deduction on the purchase price of an eligible asset will be at this percentage. *This question is required.
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6. The standard tax deduction for married couples will be this much in 2023. *This question is required.
Related Content: Millions of Americans just got a tax 'cut.' Will it save them money?
7. Individual tax filers who collect Social Security and whose combined income is $25,000, up to $34,000 will owe ordinary income tax on what percentage of their Social Security benefits? *This question is required.
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8. Which of these items is not included as part of combined income for people who collect Social Security? *This question is required.
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9. When borrowing from a 401(k), you can borrow up to 50% of your vested retirement account balance or this much (whichever is lower). *This question is required.
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10. When buying I bonds, people are generally limited to $10,000 in purchases per calendar year. However, if they use their federal income tax refunds, they may purchase additional I bonds up to this amount. *This question is required.
Related Content: So you missed your chance to buy I bonds at 9.62%. Now what?
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