CE Quiz Template - January 2023

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.

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1. Per the $1.7 trillion spending bill signed into law in December 2022, investors can roll up to how much from a 529 into a Roth IRA beginning in 2024. *This question is required.

2. Beginning in 2023, what will be the age at which traditional IRA investors will be required to take required minimum distributions? *This question is required.

3. Up to what amount of 529 funds can be used to pay off existing student loans? *This question is required.

4. In 2023, single earners who make under this amount can contribute the full amount to a Roth IRA. *This question is required.

5. Per the SECURE 2.0 legislation, companies will be able to add an emergency savings account structured as a tax-free Roth for lower-wage employees. Contributions are capped at what amount per year? *This question is required.

Related Content: Tax benefits for wealthy earners in SECURE 2.0

6. Starting in 2023, people who are 70 ½ or older can make a one-time gift of up to this amount from a taxable IRA to a charitable remainder unitrust, a charitable remainder annuity trust or a charitable gift annuity. *This question is required.

Related Content: Tax benefits for wealthy earners in SECURE 2.0

7. Which of these stocks has had the worst three-year return as of January 2023? *This question is required.

Related Content: The 10 worst-performing stocks of 2022

8. Which of these stocks had the best three-year return as of January 2023? *This question is required.

Related Content: The top 10 U.S. stocks of 2022

9. Per the IRS, if IRA beneficiaries fail to take required annual withdrawals, the amounts not withdrawn will be subject to a tax of this percentage rate, down from the previous rate, beginning in 2023? *This question is required.

Related Content: New retirement rule delaying withdrawals could bite

10. Per the SEC’s marketing rule that took effect in November 2022, which of these would NOT be considered an advertisement? *This question is required.

11. First Name *This question is required.

12. Last Name *This question is required.

13. CFP Board ID Learn more about CFP Board Certification

14. IMCA ID Learn more about IMCA Certification

15. Email Address *This question is required. This question requires a valid email address.

Continuing Education credit — January 2023