Retirement Plans, Pensions and Annuities

$29.00 each

Course ID: CPE Credits Field Of Study Author or Speaker:
EWTFM-U-01359-19-S  3 Credits   Taxes   Paul Winn
Instructional Method: Advanced Preparation: Program Prerequisites: Experience Level:
Interactive Self Study  None   None   Overview 

 

Course 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.

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