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Continuing Education credit — August 2018

As a subscriber to, 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.

Financial Planning does not provide a certificate of completion. However, you will receive confirmation if you’ve passed the quiz. Please keep the confirmation for your records. Financial Planning reports results to the CFP Board weekly. The board may take an additional two weeks to post results.

If you need assistance, please contact SourceMedia customer service at, 212.803.8500.
1. 2017 Roth conversions can be undone up until this date, per the IRS. *This question is required.
2. What age must a client be in order to make a charitable gift via QCD? *This question is required.
3. What is the pass-through business deduction under new Tax Code Section 199A? *This question is required.
4. What is the highest AGI a client couple, filing jointly, can have and still owe 0% in long-term capital gains? *This question is required.
5. What is the highest AGI a single client can have before hitting the 20% long-term capital gains bracket? *This question is required.
6. In order to file for a restricted application for Social Security spousal benefits, a client must have been born on or before this date? *This question is required.
7. What is the Social Security earnings test limit for 2018? *This question is required.
8. Over the period of 1970 to 2017, what has the average annual real return of commodities been during the 24 years with above median inflation? *This question is required.
9. Over the same period, which of these asset classes had the highest real average return during the 24 years with below median inflation? *This question is required.
10. What was the median lifetime health care cost from age 70 to death (95 or later, after Medicare premiums) reported in a study by the Employee Benefit Research Institute? *This question is required.
This question requires a valid email address.