Series 65: Individual Retirement Accounts (IRAs)

Taken from our Series 65 Online Guide

Individual Retirement Accounts (IRAs)

In its materials the IRS refers to the “individual retirement arrangement,” which encompasses both the individual retirement account and the individual retirement annuity. This text will discuss only the individual retirement account and will use the acronym IRA to refer to only that type of retirement plan account.

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Thanks to you I passed the Series 65 exam on my first try. I appreciated your materials and online test bank.

Jeff

I took the exam three days after we spoke. I had to drive 75 miles to the test center. I finished the exam in a little under two hours and did not want to second guess myself in changing any of my answers. Upon completion of the exam, and subsequent grading I saw a 65 on the screen and I couldn't believe I did so poorly. However, the 65 I saw stood for the Series 65 not my grade and several lines below was my grade which was an 87. Thus I passed with a minimum amount of study looking over your online exam simulator. The questions were very similar to your review questions and I am sure that a candidate who reviews your questions and understands the application will have no problem passing the exam. Thanks for a great product.

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