CE Quiz Template - May 2024

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. What is the minimum age a client must be to start taking penalty-free withdrawals from a private placement variable annuity? *This question is required.

2. On the other hand, what is the oldest a client can be before being required to take assets out of a private placement variable annuity? *This question is required.

3. For 2025, the annual limitation on health savings account contributions for an individual with family coverage under a high-deductible plan is what? *This question is required.

Related Content: IRS adjusts HSA amounts for 2025

4. In 2025, a high-deductible health plan for family coverage is defined as one with an annual deductible not less than this amount. *This question is required.

Related Content: IRS adjusts HSA amounts for 2025

5. Seniors cannot qualify for Medicaid coverage unless they have very little in wealth/assets. In most states, the most they can have is this amount. *This question is required.

6. The 2024 report from Social Security’s board of trustees projects that, by this date, the trust funds for Old-Age and Survivors Insurance and Disability Insurance will be depleted. *This question is required.

7. If the trust fund depletion does occur, these Social Security programs will be able to pay out only this percentage of scheduled benefits. *This question is required.

8. Beginning in 2024, investors can roll up to this amount from their 529 savings plans into their Roth IRAs. *This question is required.

9. Which of these funds has had the lowest one-year return as of April 30? *This question is required.

Related Content: The 20 ETFs with the biggest outflows of April 2024

10. Which of these ETFs has the most favorable expense ratio? *This question is required.

Related Content: The 20 ETFs with the biggest outflows of April 2024

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 — May 2024