Below is a list of currently available Nerd's Eye View Quizzes in the Kitces.com Members Section. All quizzes are worth at least 1.0 CE credits.
Upon completion of the requisite quiz, CE credits will be reported directly to the CFP Board and/or IMCA on your behalf twice a month!
Does Failed Retirement Planning Equal Bankruptcy, A Guide to QSEHRA, Research Highlights From Academy Of Financial Services Meeting, Risks Of Diversifying Too Soon, & IRMAA Medicare Premium Changes For 2018
The blog articles associated with this CE quiz are:
Does Failed Retirement Income Planning Really Result In Bankrupt Financial Ruin?
Providing Small Business Health Insurance Benefits With A QSEHRA
Financial Planning Research Highlights From The 2017 Academy of Financial Services Annual Meeting
The Wealth-Limiting Risks Of Diversifying Too Soon – Redwoods, Bushes, and Pear Trees
New IRMAA Surcharges On Medicare Part B and Part D Taking Effect In 2018
Reliability of Research on Use of Advisors, Rules for Calculating RMD, Optimal Shape of Retirement Planning, & Spousal Rules for IRAs
The blog articles associated with this CE quiz are:
Can We Trust Research On The Use And Benefits Of Financial Advisors?
Rules For Calculating Required Minimum Distributions (RMDs) During Life
What Is The Optimal Shape Of Retirement Planning – Curve, Triangle, Or Rectangle?
Spousal Rollover And Stretch Rules For Inherited Traditional And Roth IRAs
Funded Ratios to Track Retirement Progress, Behavioral Assessment Tools, Inflation Assumptions for College Planning, & Risk Composure
The blog articles associated with this CE quiz are:
The Challenges When Using A Funded Ratio To Track Progress Towards Retirement
Predicting Wealth Building Behavior With DataPoints Assessment Tools
What Inflation Rate Should You Assume For College Expense Planning
Risk Composure: The Real Predictor Of Who Can Stick To Their Investment Plan
Impact of Early Retirement on SS Benefits, IRA Trust Comparisons, How Humans Facilitate Positive Change, A Look At 401(k) Loans, & New SEC Custody Rule on SLOAs
The blog articles associated with this CE quiz are:
The Impact Of Early Retirement On Projected Social Security Benefits
Why The Trusteed IRA May Be A Riskier Alternative To A Trust As IRA Beneficiary
How The Human-to-Human Connection Helps Facilitate Positive Behavior Change
Why Paying Yourself 5% Interest On A 401(k) Loan Is A Bad Investment Deal
New SEC Custody Rule Requirements For Advisors With Third-Party SLOA Authority
Monte Carlo Analysis vs Safe Withdrawal Rates, Evaluating at NUA Rules, Discount Rates in Retirement, & Research On Complex Motivations of Money
The blog articles associated with this CE quiz are:
Does Monte Carlo Analysis Actually Overstate Tail Risk In Retirement Projections?
Why The Net Unrealized Appreciation (NUA) Rules Aren’t Always A Great Deal
Choosing An Appropriate Discount Rate For Retirement Planning Strategies
The Complex Motivations Of Money And Retirement As The Freedom To Pursue Non-Monetary Work Rewards
Dynamic Retirement Spending Adjustments, Maximizing Tax Deductions for LTC Insurance, Financial Counseling Labs in Financial Planning, & IRS Retroactively Extends Portability Deadline
The blog articles associated with this CE quiz are:
Dynamic Retirement Spending Adjustments: Small-But-Permanent Vs Large-But-Temporary
Maximizing Tax Deductions For Long-Term Care (LTC) Insurance
How Financial Counseling Laboratories Will Change Financial Planning
IRS Extends Portability Deadline (Retroactively) Under Rev. Proc. 2017-34
Financial Planning Tips in Excel, Calculating AUM vs Reporting Assets Under AUA, Software Solutions For Pre-Retirees, Safe Savings Rates, & What Living Within Your Means Really Means
The blog articles associated with this CE quiz are:
Excel Spreadsheet Productivity Tips For Financial Advisors
Calculating Accurate Regulatory AUM Vs Reporting Assets Under Advisement (AUA)
Emerging Software Solutions To Illustrate Safe Withdrawal Rates To Pre-Retirees
Safe Savings Rates With Real-World Wage Increases Over Time
The Happiness Spending Threshold And What It Really Means To Live Within Your Means
2017 Academic Research Colloquium Recap, Taxation of Reverse Mortgages, Dynamic Programming for Retirement Projections, & Happiness Related to Cash-On-Hand
The blog articles associated with this CE quiz are:
Financial Planning Research Highlights From The 2017 CFP Board Academic Research Colloquium
The Taxation Of Reverse Mortgage Loan Proceeds And Interest Payments
Dynamic Programming As A Methodology For Financial Planning Retirement Projections
Buying Happiness And Life Satisfaction With Greater Cash-On-Hand Reserves
Fee-For-Service Regulation Of Advisory Fees, Changing Taxation Of Planning Fees Paid From Retirement Accounts, Social Security Rules For Divorcees, Evolution Of The Four Pillars, & Evaluating Phi
The blog articles associated with this CE quiz are:
On The Bleeding Edge Of Financial Planning Fee-For-Service Regulation
Why Congress Should Allow Financial Planning Fees To Be Paid From A Retirement Account
Social Security Rules And Strategies For Divorcee Spousal Benefits
The Evolution Of The Four Pillars For Retirement Income Portfolios
Evaluating Phi: Is Motivation Really The Hidden Variable Of Organizational Performance?
Hierarchy of Retirement Needs, Monte Carlo & Wrong Side of Maybe, Why Big Savers Retire Early, & SWR Impact of Decreasing Retirement Spending Quiz
The blog articles associated with this CE quiz are:
Behavioral Biases And The Hierarchy Of Retirement Needs
Interpreting Monte Carlo Analyses and the Wrong Side of Maybe Fallacy
The Real Reason Big Savers Retire Early: Minimizing Retirement Savings Needs
The Impact Of Decreasing Retirement Spending On Safe Withdrawal Rates
3 Types of Retirement, Squaring the Survival Curve, SS Full Retirement Age Increases, & Adopting a Two-Dimensional Risk Tolerance Assessment Process Quiz
The blog articles associated with this CE quiz are:
3 Types Of Retirement And Their Very Different Savings Strategies
Squaring-The-Survival-Curve And What It Means For Retirement Planning
Social Security Full Retirement Age Increases For First Time Since 2005
Adopting A Two-Dimensional Risk Tolerance Assessment Process
Tax Planning for Trump's Potential 2017 Reform, Policy-Based Financial Planning, Behavioral Biases & Sustainable Alpha, & How an S-Corp Can Reduce FICA Taxes Quiz
The blog articles associated with this CE quiz are:
End-Of-Year Tax Planning For Trump’s Potential 2017 Income Tax Reform
Policy-Based Financial Planning: Linking Financial Life Planning To Actionable Recommendations
How Behavioral Biases Lead To Hard-To-Capture But Sustainable Alpha
How An S Corporation Can Reduce FICA Self-Employment Taxes
Age Banding to Retirement Spending, Bad Mortgage Prepayment Psychology, Potential Estate Tax Repeal, Rescuing a Life Insurance Policy, & 2017 Income Tax Reform Proposals Quiz
The blog articles associated with this CE quiz are:
Using Age Banding To Estimate How Spending Will Decline In Retirement
Bad Mortgage Prepayment Psychology And The Need For Automatic Recasting
The Future Of Estate Planning And Potential Repeal Under President Trump
Strategies To Rescue A Life Insurance Policy With A Sizable Loan
Understanding The 2017 Income Tax Reform Proposals: President Trump Vs House Republicans
Portfolio Size Effect & Retirement Red Zone, IDGT Strategies, Delegation & Client Communication, & Tax Consequences of Renouncing US Citizenship Quiz
The blog articles associated with this CE quiz are:
The Portfolio Size Effect And Using A Bond Tent To Navigate The Retirement Danger Zone
How The IDGT Strategy Turns Business Stock Into A Bond For Estate Tax Purposes
Do Clients Hire Advisors For Their Expertise, Or Simply To Pass The Buck On Blame?
The Potential Tax Consequences Of Renouncing U.S. Citizenship For Affluent Individuals
Evaluating Sustainable Investments, Risk Tolerance Questionnaires, Consumer Financial Literacy Education, & Weighing an IRA QCD Quiz
The blog articles associated with this CE quiz are:
Could the New Morningstar Sustainability Ratings actually change Corporate Responsibility?
The Sorry State of Risk Tolerance Questionnaires for Financial Advisors
Financial Literacy Effectiveness & Providing Just-in-Time Training by Financial Advisors
Weighing a Qualified Charitable Distribution (QCD) from an IRA vs Donating Appreciated Investments
Too-Tax-Efficient Investment Strategies, FLP Valuation Discounts, Debt-To-Income Borrowing Limits, Active Share, & Fix IRA 60-Day Rollover Mistakes Quiz
The blog articles associated with this CE quiz are:
The Tax Risk of Too-Tax-Efficient Investment Strategies
Most FLP Valuation Discounts would End Under Proposed Treasury Regulations
Why it’s a Bad Idea to Borrow Based on what the Lender will Allow
Using Active Share to Evaluate the Reasonableness of an Investment Management Fee
IRS Eases Process to Fix IRA 60-Day Rollover Mistakes and Errors
Why Most Retirees Won't Draw Down Retirement, Lapsing Life Insurance Tax Bomb, End of History Illusion, & Income Taxation of a Bypass Trust Quiz
The blog articles associated with this CE quiz are:
Why Most Retirees Will Never Draw Down Their Retirement Portfolio
How Lapsing A Life Insurance Policy With A Loan Can Cause A Tax Bomb
The End Of History Illusion And The Problem With Goals-Based Investing
Minimizing The Income Tax Bite Of A Bypass Trust
IRA Stretch To A/B Trusts, Four Phases of Retirement Saving, Rules for an IRA QCD, Tax-Efficient Liquidation Strategies, & Non-Spouse Beneficiaries of IRAs Quiz
The blog articles associated with this CE quiz are:
Getting Stretch IRA Treatment When Using An A-B Trust As An IRA Beneficiary
The Four Phases Of Saving And Investing For Retirement
Rules And Requirements For Doing A Qualified Charitable Distribution (QCD) From An IRA
Tax-Efficient Spending Strategies From Retirement Portfolios
Planning Opportunities For Non-Spouse Beneficiaries Of Inherited Retirement Accounts
Optimal Rebalancing Frequency, Grandparent 529 Plans, Joint Ownership of Annuities, & The Empty Nest Transition Quiz
The blog articles associated with this CE quiz are:
Finding The Optimal Rebalancing Frequency – Time Horizons Vs Tolerance Bands
Grandparent 529 Plans And Gifting Appreciated Assets While Qualifying For FAFSA Financial Aid
The Problem With Joint Ownership Of Non-Qualified Deferred Annuities
Why The Empty Nest Transition Is Crucial For Retirement Success
Importance of Creating Small Goals, Retirement Income Strategies, End of File-and-Suspend, & Participating LTC Insurance Quiz
The blog articles associated with this CE quiz are:
The Importance Of Creating Small Financial Planning Goals
How DO You Measure Which Retirement Income Strategy Is Best?
Who Should File-And-Suspend For Social Security Benefits By The April 29 Deadline?
Performance LTC From John Hancock – The First Participating Long-Term Care Insurance Policy?
Age-100 Tax Problem, Dollar Cost Averaging, Life Insurance Loans, Stress Testing Your Portfolio, New IRS Form 8971 Quiz
The blog articles associated with this CE quiz are:
The Age-100 Tax Problem With Outliving The End Of Life Insurance Mortality Tables
Dollar Cost Averaging May Help To Manage Risk But On Average It Just Reduces Returns
How Life Insurance Loans Really Work And Why It’s Problematic To “Bank On Yourself”
Stress Testing To Ensure You Really Have A “Diversified” Portfolio?
IRS Will Now Require Executors To Report Cost Basis To Beneficiaries For Inherited Assets
Tontines, President's Budget Proposals, Consolidating Student Loans, and Retirement Date Risk Quiz
The blog articles associated with this CE quiz are:
Could a Tontine be Superior to Today’s Lifetime Annuity Products?
Why Consolidating Student Loans Through Refinance can do more Harm than Good
Earnings and Social Security, Shiller CAPE Valuation, Longevity Insurance, Saving in an HSA for Retirees Quiz
The blog articles associated with this CE quiz are:
How Continuing to Work, Even in Retirement, Can Increase Social Security Benefits
Understanding Longevity Insurance - How A Longevity Annuity Fits Into A Retirement Income Portfolio
Supplemental Saving In An HSA For Retiree Medical Expenses
Partial Roth Conversions, Illiquidity Premium, Tax Extenders, Portfolio Rebalancing, and NING Trusts Quiz
The blog articles associated with this CE quiz are:
Capturing an Excess Return Premium for Illiquidity is a Priviledge not a Right
Congress Approves (Mostly Permanent) 2015 Tax Extenders Legisilations for QCDs and More!
How Portfolio Rebalancing Usually Reduces Long-Term Returns (But Is Good Risk Management Anyway)
Using a NING Domestic Asset Protection Trust To Reduce State Income Tax Liabilities
Deadlines For New Social Security Rules, Peer-to-Peer Borrowing, Investing In P2P Loans, and PEP & PEASE Limitations Quiz
The blog articles associated with this CE quiz are:
Debt Consolidation Strategies Using Peer-to-Peer Lending Platforms
Investing in Peer-to-Peer Lending as an Alternative Fixed Income Class
How PEP and PEASE Don’t Actually Penalize Deductions, They’re Just 1% Surtaxes on Income
Pension Lump Sum Buyouts, IRA Aggregation Rules, Human Capital, And New Social Security File-And-Suspend Rules Quiz
The blog articles associated with this CE quiz are:
IRS Notice 2015-49 Cracks Down On Accelerated Lump Sum Pension Buyout Offers
The IRA Aggregation Rule and Pro-Rata Taxation of After-Tax IRA Dollars
Should Portfolio Allocations be Adjusted Based on the Industry You Work In?
Congress is Killing the File-And-Suspend and Restricted Application Social Security Strategies
Risk Tolerance vs Risk Capacity, ETFs, and Stop Losses, New Prior-Year FAFSA Rules, & Longevity Annuities Quiz
The blog articles associated with this CE quiz are:
Don't Just Focus on Risk Tolerance for the Portfolio, Because Goal Risk Tolerance Matters Too!
The ETF Problem With Stop Loss Market Orders
Why a QLAC in an IRA is a Terrible Way to Defer the Required Minimum Distribution (RMD) Obligation
New IRS Change Will Require Estates to Request an Estate Closing Letter
Rolling Down The Bond Yield Curve, Backdoor Roth Contributions, Medicare Hold Harmless Rules and Strategies Quiz
The blog articles associated with this CE quiz are:
Why Bonds Funds Aren't Necessarily A Losing Proposition In Rising Rate Environments
How To Do A Backdoor Roth IRA Contribution (Safely)
How The Medicare "Hold Harmless" Rules May Spike Part B Premiums By 52% in 2016
Same-Sex Couples Planning, Social Security Breakeven Periods, Deathbed Roth Conversions, & Lump Sum vs Pension Decisions Quiz
The blog articles associated with this CE quiz are:
Claiming Social Security Benefit And Other New Opportunities For Same-Sex Married Couples
Why It Rarely Pays For Both Spouses To Delay Social Security Benefits
How To Evaluate The Pension Versus Lump Sum Decision, And Strategies For Maximization
How Has The 4% Rule Held Up Since The Tech Bubble And The 2008 Financial Crisis?
Ratcheting Safe Withdrawal Rates, DIY Structured Notes, Donor-Advised Funds, And Income In Respect of A Descendent (IRD) Deductions Quiz
The blog articles associated with this CE quiz are:
Building Your Own Low-Cost Equity-Indexed Annuity Or Structured Note
Strategies and Tactics When Using Donor-Advised Funds For Charitable Giving
The Ratcheting Safe Withdrawal Rate - A More Dominant Version Of The 4% Rule?
Understanding the IRD Deduction That Inherited IRA Beneficiaries Often Miss
Tax Loss Harvesting & Wash Sales, Factor Investing, Tax Deductability of AUM Fees, & Earnings Growth Trajectories Quiz
The blog articles associated with this CE quiz are:
The Incredible Shrinking Alpha - What Was Once Alpha Is Now (Five-)Factor Beta?
Deducting Financial Planning And Retainer Fees, And The (Tax) Problem With Bundled AUM Fees
Big Raises And Lifestyle Creep - Why It's Crucial to Establish Good Spending Habits Early
Annuity Mortality Credits, Social Security As An Asset, Kiddie Tax Planning, And Asset Location Quiz
The blog articles associated with this CE quiz are:
Valuing Social Security Benefits As An Asset On the Household Balance Sheet
Liquidate Appreciated Securities Tax-Free For College Funding By Avoiding the Kiddie Tax
Asset Location For Stocks In A Brokerage Account Versus IRA Depends On Time Horizon
How To Raise Children To Be The Opposite Of Spoiled - Using Money To Teach Values
529 ABLE Accounts, Mortgages As Inflation Hedge, Building An Equity-Indexed Annuity, And Qualified Charitable Distributions From IRAs Quiz
The blog articles associated with this CE quiz are:
Will Section 529A ABLE Accounts Replace The Need For Disabled Beneficiary Special Needs Trusts?
