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Financial Freedom Assessment Test

Assessment 1 min read

Test your knowledge with a few financial planning questions. Then, download our guidebook to start taking steps toward financial independence.

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Looking for guidance to achieve financial freedom and independence? Test your knowledge to learn how to make the most of your growing wealth. This short questionnaire will give you a clear picture of your progress toward financial freedom and help you plan, budget, and prioritize your financial goals. Take the quiz to gain financial confidence.


Scenario 

Approximate penalty 

Additional filing requirements

Corrected with the same plan year 

$0

IRS Attachment to Employer Tax Return

Corrected within one year following year of error

$1,700 

IRS Attachment to Employer Tax Return


ScenarioApproximate penaltyAdditional filing requirements

Corrected with the same plan year 

$0

IRS Attachment to Employer Tax Return

Corrected within one year following year of error

$1,700 

IRS Attachment to Employer Tax Return

ScenarioApproximate penaltyAdditional filing requirements
 Corrected with the same plan year$0IRS Attachment to Employer Tax Return
 Corrected within one year following year of error $1,700IRS Attachment to Employer Tax Return

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