Federal Tax Law: Retirement Plans, Pensions, and Annuities #290920
Course Details, Learning Objectives, Table of Contents
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Course publication/revision date: This course was updated on 1/30/2020 (covers 2020 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. The newly enacted Secure Act (Setting Every Community Up for Retirement Enhancement Act of 2019) is also covered.
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; 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 we send you printed copies of both via USPS or UPS.
Taking the Exam Online
Online exam is included in price and is accessed through your account.
The exam may be started, stopped, then resumed at a later date.
The exam is "open book," it is not timed, and it may be retaken if not passed (no charge).
Results (correct, incorrect answers), and certificate appear once you pass the exam.
CFP Board and IRS CE credits are reported weekly, if applicable.
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Hardcopy courses may also be purchased by phone: 800-588-7039 (Bus./EST)
|Online Book, Online Exam Price
|Hardcopy Book (mailed), Online Exam Price