Tax Sheltered Annuities
CPE 4 | Specialized Knowledge | Self Study

$39.00 each

Instructional Method Advanced Preparation Program Prerequisites Field Of Study
Interactive Self Study NONE NONE Specialized Knowledge
Experience Level Course ID CPE Credits Author
Overview PW-813 4 Paul J. Winn CLU ChFC


Tax Sheltered Annuity Plans discusses the personal retirement savings plan available to employees of certain non-profit organizations and public schools under §403(b) of the Internal Revenue Code.  The course begins with an examination of both employer and participant eligibility.  The general limits on contributions are examined, and the special catch-up contributions are considered.  The nature of the salary reduction agreement is discussed.

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