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By Financial Planning Association member and former CPA, Michael Cooper, CFP, ChFCNonSpouse Inherited IRAs: How to Avoid Making Common Mistakes Inherited Individual Retirement Accounts (IRAs) are
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The financial planning association is a professional organization that helps financial planners and advisors effectively serve their clients.
Financial planners and advisors who are members of the association are required to file.
To fill out the financial planning association form, members must provide information about their practice, clients, and professional development activities.
The purpose of the financial planning association is to promote ethical and professional standards in the practice of financial planning.
Members must report on their continuing education, client interactions, and any disciplinary actions taken against them.
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