John, age 58, has been using a CFP® practitioner for the last 15 years. The CFP® practitioner recently retired and, as a result, John has decided to engage Tom, who is also a CFP® practitioner, but unaffiliated with John’s original practitioner. After analyzing and evaluating John’s current financial position, Tom made his recommendations. Those recommendations differed from that of John’s original practitioner. According to the Practice Standards, how should the differing recommendations be handled?

Solve the radical expression. Simplify completely. Use exact answers (radicals and fractions). a.

Ryan and Erin, both age 30, file their income tax return as Married Filling Separately. Ryan, a poet, has annual income of $18,000, and Erin, a psychologist, has annual income of $60,000. How much can they each contribute to a Roth IRA?

Kim and Warren are both 67 years old and healthy. They are filing their tax return and want to know what their standard deduction amount will be. You correctly inform them that their standard deduction will be:

Solve the radical expression. Simplify completely. Use exact answers (radicals and fractions). a.

Think back on everything you have learned this quarter. What is something that you could not do on the first day but now you are confident you could teach to someone else?

A U.S. citizen can gift an unlimited amount to his non-U.S. citizen spouse tax free.

Which of the following is NOT a party to a trust?

Which of the solution below has the highest freezing point?

Use the equation editor for radicals. Label your answers a, b.   Multiply or divide. Write your answer as a completely simplify radical expression.  a.