At Achievable, we monitor the rules and regulations that are relevant to all of our FINRA and NASAA test preparation courses: the FINRA SIE, Series 6, Series 7, and NASAA Series 63, Series 65, and Series 66. There were some key updates in 2024 which you will need to know to properly prepare for these exams in the new year. We’ve put together a quick summary of those updates below:
The retirement plan contribution limits have changed in 2024:
The gift tax exemption limits increased in 2024:
The estate tax exemption was changed from $12.92 million to $13.61 million in 2024.
Required Minimum Distributions (RMDs) are no longer required starting in 2024
We teach you how to use hedging strategies in your options trading to limit your risk. This is both useful for retail traders and a key options topic tested on FINRA and NASAA exams.
We teach you how to use hedging strategies in your options trading to limit your risk. This is both useful for retail traders and a key options topic tested on FINRA and NASAA exams.
Unsexy but mighty, bonds represented $39T in net value WW in 2015, while stocks were worth approximately $26T. Basic Wisdom’s Brandon Rith walks you through how they’re handled in the wealth management profession.
