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In Those Cases in Which the Personal Financial Planner Isn't

question 8

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In those cases in which the personal financial planner isn't acting as the investment manager,the planner should review the IPS to ensure it is properly integrated with the client's:


Definitions:

Corporate Tax Rates

The percentages of corporate profits that businesses must pay to the government as taxes.

Means-tested

Pertaining to government programs that require individuals to meet certain income or asset criteria to qualify for benefits.

State Sales Tax

A tax imposed by a state on the sale of goods and services, typically calculated as a percentage of the selling price.

Inheritance Tax

A tax imposed on individuals who inherit assets from a deceased person.

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