Federal Tax Law: Retirement Plans, Pensions, and Annuities  #290924

CDFA®:      3.0

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Course Description

Course publication/revision date: This course was updated on 1/11/2024 (covers 2024 taxes).
Retirement Plans, Pensions and Annuities is a course that discusses the federal income tax treatment of, and limitations related to a) qualified employee plan contributions and distributions, and b) commercial annuity contracts. It examines the qualified plan limits and income taxability of: employer and employee contributions (including designated Roth account contributions); plan loans; life insurance contained in the plan; plan distributions, including distributions as periodic payments and non-periodic payments; required minimum distributions; and rollovers. The course also examines the tax treatment of lump-sum distributions and periodic payments received under commercial annuity contracts. A final examination covering the course material is administered.

Course, Credit, Sponsor Information  
Open link (above): Course Details, Learning Objectives, and Table of Contents.
Author: Paul J. Winn, CLU, ChFC
Subject Area: CFP Board, NAPFA: Retirement Planning; IDFA: Financial Planning; NASBA (CPA): Administrative Practice.
IRS: EA, OTRP: Federal Tax Law; ERPA: Qualified Retirement Plan Matters

Course Format Options
If you purchase the "Online Book and Online Exam" option of a course, you get anytime access to the online course (in PDF) and the online exam. Both can be printed.
If you purchase the "Hardcopy Book and Online Exam" option, you get online access to the course-PDF and exam, PLUS a printed copy of the course-book sent via USPS.

How To Register Online
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6.After checking out, return to "My Account" to view your course and online exam.

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