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 self-study CE 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 Tax CE 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
To explore 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.
MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary
MY-CPE LLC (Sponsor ID# : 6273) has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, toll-free by phone at (877) 850-2832, or on the Internet at www.ctec.org.
About Presenter
Carlos Dias Jr.
Advisor, Dias Wealth
Carlos is a financial advisor and founder of Dias Wealth, as well as a nationally syndicated for Kiplinger, and a public speaker. He has contributed over 100 articles or quotes to Forbes, MarketWatch, Investopedia, TheStreet, Bloomberg, CNBC, The Wall Street Journal, U.S. News & World Report, USA Today, and several others. Carlos has also been interviewed on various radio and television stations all over the U.S. Carlos is fluent in Portuguese and Spanish.
Our team works with clients of all ages to help plan for a successful financial future. We work hand-in-hand with clients to help them gain added financial peace of mind regardless of stock market and economic volatility. Our team provides real solutions that can help you make better decisions about your investments.
FAQ
myCPE self-study courses are online.
The self-study format allows you to access the material online 24/7 and study at your own pace.
As per NASBA guidelines, you have one year from date of registration to complete each program.
Complete your final exam at any time and get CPE Credit instantly. You can retake the exam multiple times without any additional charges.
Course have minimum passing score of 70% and test takers will not be provided feedback on failed exams.
These are Live recorded presentations converted into Self Study (On-Demand Videos).
Refund/Cancellation Policy
For more information regarding refund, complaint and program cancellation policies, please contact our offices at 646-688-5128
Please email to help@my-cpe.com in case of any self study program queries.
Testimonial
4.7
(37)
68%
32%
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0%
MO
Mary Olivares, , Tax Pros
Apr 7th 2021
great
JD
Joann Dilley,
Apr 2nd, 2021
This was an excellent explanation of types of annuities and differences between them. I am interested in taking the advanced class.
TS
Teodor Simeonov, CPA
Apr 2nd, 2021
ok
AD
Ann Dominick, CPA
Apr 1st, 2021
Extremely strong presenter ! Very knowledgeable on a complex subject !
MB
Mark Babiarz, , CPA
Apr 1st, 2021
Instructor was very knowledgeable about annuities and knew tax implications.
