A retirement planner must have detailed information about the client’s current and future assets and...

AAFM GLO_CWM_LVL_1 Question Answer

A retirement planner must have detailed information about the client’s current and future assets and liabilities. Which of the following is of least importance in developing a retirement plan?

A court order requiring the client to pay child support for next 15 years

Book value of the client’s closely held corporation as determined one year ago

An outstanding judgment from a law suit against the client

A large outstanding income tax liability of the client

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A retirement planner must have detailed information about the client’s current and future assets and...

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