Retirement Plans, Pensions and Annuities

Price: $29.85

CPE Credits: 3.0

Category: ,

Course Number: TXRETPPW

retirement plans cpe

Description:
Employer-sponsored retirement plans, generally referred to in the aggregate as qualified employee plans, constitute one of the important “legs” of the retirement stool that individuals look to for their income in retirement. The other two legs of that stool are personal savings—through investment in securities, deferred annuities, savings accounts, etc.—and Social Security retirement benefits. This course will examine qualified employee plans, their limits and their tax treatment along with a discussion of annuities and their taxation. Table of Contents

Delivery Method: Online QAS Self Study.

Level: Overview.

Prerequisites: None

Advanced Preparation: None

AuthorPaul Winn

Publication: January 2015
Update:  January 2018

Format: PDF
Pages: 68

Passing Grade: 70%

Exam Policies: Exam may be retaken. Course must be completed within one year of purchase.

CPE Sponsor Info : NASBA/QAS #109234. Click here to view specific state approvals.

By the end of the course participants should be able to:

  • • Distinguish between the types of qualified employee plans;
    • Recognize the limits imposed on qualified employee plan contributions and benefits;
    • List the requirements applicable to qualified employee plan loans;
    • Apply the federal tax laws to qualified employee plan contributions and distributions;
    • Recognize the tax treatment of nonqualified annuity distributions; and
    • Identify the tax treatment of annuity contributions and distributions.

Description:
Employer-sponsored retirement plans, generally referred to in the aggregate as qualified employee plans, constitute one of the important “legs” of the retirement stool that individuals look to for their income in retirement. The other two legs of that stool are personal savings—through investment in securities, deferred annuities, savings accounts, etc.—and Social Security retirement benefits. This course will examine qualified employee plans, their limits and their tax treatment along with a discussion of annuities and their taxation. Table of Contents

Delivery Method: Online QAS Self Study.

Level: Overview.

Prerequisites: None

Advanced Preparation: None

AuthorPaul Winn

Publication: January 2015
Update:  January 2018

Format: PDF
Pages: 68

Passing Grade: 70%

Exam Policies: Exam may be retaken. Course must be completed within one year of purchase.

CPE Sponsor Info : NASBA/QAS #109234. Click here to view specific state approvals.

By the end of the course participants should be able to:

  • • Distinguish between the types of qualified employee plans;
    • Recognize the limits imposed on qualified employee plan contributions and benefits;
    • List the requirements applicable to qualified employee plan loans;
    • Apply the federal tax laws to qualified employee plan contributions and distributions;
    • Recognize the tax treatment of nonqualified annuity distributions; and
    • Identify the tax treatment of annuity contributions and distributions.
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