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Please rank your Financial Planning and Investment Knowledge *

★ You think “IRA” is a group for people that support 1st amendment gun rights and that P/E is a class taught in the school gym

★★ You need some help understanding the differences between IRA’s and 401k’s

★★★ You “get it” and understand benefits of taxable income and the stock market

★★★★ You know your stuff and options trading is child’s play

★★★★★ Morgan Stanley calls you for advice

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$101,000-$250,000

$251,000-$500,000

$501,000-$999,999

$1,000,000+

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