Annuity Basics with 2020 updates

4.4 (468)

Carlos Dias Jr.

Dias Wealth

Wednesday, April 01, 2020 | 12:00 PM EST

Credits: 1 CPE | 1 CE

FREE

Subject Area

Taxes

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Course Description

What is an annuity? Annuities are typically the most misunderstood financial product. They can provide lifetime income, principal protection, and an alternative to other investment. Annuity contracts can be complex from both design and income tax perspectives. There are many types of annuity contracts, as well as many applications for an annuity in the client's personal financial plan.

As the personal financial planner, you must be educated in the numerous applications and products available, and the tax consequences of annuities, to offer a reasoned opinion to clients regarding annuities in their overall financial plan.

This CPE webinar provides an overview of annuities, the phases of the annuity life cycle, the types of annuities and it also talks about the tax treatment of annuities. This CPE course looks at the numerous applications and products available, and the tax consequences so you can offer a reasoned opinion to clients regarding annuities in their overall financial plan.

Learning Objectives

  • Learn a general overview of annuities.
  • What are different phases of Annuity ?
  • What are different types of Annuities and why it is important to purchase an annuity ?
  • Gain basic information to provide an understanding of the differences and who may or may not be a fit for an annuity.
  • Tax Treatment of Annuities

Who Should Attend?

  • Enrolled Agent
  • Accountant
  • CFO/Controller
  • Business Owner
  • Others
  • CPA - Small Firm
  • CPA - Mid Size Firm
  • CPA - Large Firm
  • Accounting Firm
  • CPA (Industry)
  • CPA in Business
  • Finance Director

Testimonial

4.4

(468)
56%
33%
10%
1%
0%

AD

Very informative session. Presentation is very easy to follow and it explained many basic concepts of annuities for the average audience who has limited knowledge of the subject.

CD

This is a very informative annuities webinar. I have experience with annuities, but am far from an expert, and the presentation covered many areas where my understanding has increased as a result

AV

Carlos gave a thorough overview of the types of annuities. Their advantages and disadvantages including how complex they are. He is very knowledgeable and his presentation was very helpful and informative

AW

5 Stars

GK

A great overview into the confusing (at least to me) world of annuities

NW

Enjoyed this topic, as i knew very little about annuities.