There are three investment considerations for retirement plans on the side of the client. Which item is not one of them?

Question

Quizplus · Accepted Answer

Family objectives are not one of the three investment considerations for retirement plans on the side of the client. Considerations include: personal objectives to maximize personal tax benefits of retirement benefits, achieving retirement income goals, and estate protection; business objectives are to reduce corporate income tax and reward valued employees; altruistic objects are to provide employees with retirement income, promote employee savings, and to provide flexible compensation.

There Are Three Investment Considerations for Retirement Plans on the Side