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 ?
- To 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?
- Accountant
- Accounting Firm
- Business Owner
- Certified Management Accountant (CMA)
- Certified Public Accountant (CPA)
- CPA (Industry)
- CPA - Large Firm
- CPA - Mid Size Firm
- CPA - Small Firm
- CPA in Business
- Enrolled Agent
- Others
- Tax Attorney
