Series 66: 5.2.2.3.3 Keogh Plans (HR-10 Plans)

Taken from our Series 66 Online Guide

5.2.2.3.3 Keogh Plans (HR-10 Plans)

Private employers of any size and structure, from the largest C corporation to a sole proprietorship consisting of a single self-employed individual, may set up and use any of the qualified employer-sponsored plans described above, except for the 403(b) and 457 plans. You may encounter customers who talk about having a Keogh plan, also called an HR-1

+ Read More

More Series 66 Info

What are people saying?

Create an Account

Since you're reading about Series 66: 5.2.2.3.3 Keogh Plans (HR-10 Plans), you might also be interested in:

Series 6 - Exercise

Series 50 - Statement of Activities

Series 63 - Chapter 2

Series 50 - Operations & Maintenance (O&M) Covenant

Series 14 - 8.5.1.1. Individual Accounts

Series 14 - 9.1.2.2. Generic Advertisements

Series 24 - Rejections and Reclamations

Series 54 - 3.2.5.9. Regulatory Exemptions

Series 24 - Time Orders

Series 53 - Transaction and Technology Assessments

Series 54 - 2.2.1. Fiduciary Duty of Municipal Advisors

Series 6 - 5.1.3.4. Investing and Reinvesting in Mutual Funds

Series 53 - Exercise

Please Enable Javascript
to view this content!

Site Login

TESTIMONIALS

What are people saying?

I actually took the test (Series 66) in November and passed! I purchased the book and bought access to the online tests and found both invaluable. The book provided a good basis for knowledge, and taking the tests over and over gave me the logic of what the test writers were seeking.

Erik Cooper, Dallas, TX

Passed the Series 66 on my first attempt. I thought the exam simulator was perfect. The material gave me the confidence I needed going into test day. I will only use Solomon for any other exams I take in the future. Thank you!

Brendan Halick, David White & Associates, Walnut Creek, CA

I passed my Series 66, 1st try. Your audiobook was the game changer for me. Thank you!

S Stephens, Merrill Lynch. Orlando, FL

So, on this exam [Series 66] I used both your material and Kaplan. mainly because the bank had already paid for kaplan and I had grown accustom to your laid back writing style along with a great mp3 version of the book. Anyway, I got a fair amount of questions from both the kaplan material and your material before taking the test. I have to say that your material matched more closely to the test than I ever would have expected. I will be coming back to Solomon exam prep for ALL of my exam prep needs. :-) Thanks!

Marshall Wolfe, Hopkinsville, KY

I found encouragement along the way from reading other people's testimonials, so payback is to write one of my own. Solomon is the gold standard for customer service. I passed the 66, SIE first tries -- received a 69% on the 7 (failed), but passed on the 2nd attempt. I'm in awe over the outreach I received from day 1 but especially from Jeremy on how to move forward after falling short on the Series 7 - followed his advice - one of which was to get the accompanying videos and passed. Watching/studying the Chapter 5 video had a big impact. I also printed the questions I got wrong that I particularly struggled with while taking the online exams, printed and/or turned them into flashcards, then taped many of them around the house. It forced me to constantly revisit the information and moved me past a superficial understanding. I'll take a messy-looking home for a short time than having to retake a 3 hour and 45 minute exam.

Brook Langston, Everspire. Salt Lake City, UT

Thank You. Thank You. Thank You. Having the audio, video lectures (with the printable power-point!) and exam simulator in addition to the book really engages you in the material. It becomes a game! I passed the 66 with an 84%.

Colleen Shelly, PNC Investments, Cleveland, OH