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OnDemand Course

Annuity Tax and Pension Planning

Learn which annuity will be most beneficial to your client.

Each person's needs are unique heading into retirement. Thus, there are different types of annuities from which you can choose. Annuities added to an overall retirement portfolio can provide a number of valuable benefits, including protected lifetime income. This topic will cover all the different types of annuities available along with case studies and examples.

93 minutes
Course Exam
Certificate of Completion
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Why Lorman?

Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

An Overview of Annuities

  • Immediate Annuities
  • Deferred Annuities

What Is Annuity Tax Deferral?

Tax-Free Rebalancing With Variable Annuity

Exclusion Ratio for Immediate Annuities

Turning Taxable Annuity Gains Into Tax-Free, Long-Term Care Benefits

  • How Is This Done?
  • What Should You Look for?

How to Create Lifetime Income With Flexibility

Avoiding the Torpedo Tax on Income Disbursements

When You Need to Separate 1099-R Statements and Why They Will Be Needed for Pension and Annuity Income

Retirement Plan and IRA Distributions

How Does the IRS Treat Distributions of After-Tax Dollars to Your Pension or Annuity?

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Why Lorman?

Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Course

This course was last revised on November 19, 2019.

Call 1-866-352-9540 for further credit information.

  • CA MCLE 1.5
     
  • Lorman Business Center, LLC. is a State Bar of California approved MCLE sponsor and this course qualifies for 1.5 CLE hours of participatory credit.
     

To earn each credit Lorman offers through the OnDemand learning platform, you need to watch 100% of the program. Also, for certain credits you will need to fulfill additional requirements which will be displayed on the "credits" tab when viewing the course.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

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More Program Information

Why Lorman?

Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

James

James "Al" Hurt, Jr., CLU,

Ballew Wealth Management

  • Vice President Ballew Wealth Management
  • Radio talk show Host “Unlocking the Secrets of Social Security and Retirement Income” done over 325 weekly radio shows
  • A leading expert in providing advice and assistance in the complex world of social security benefits and retirement income planning
  • Editorial Board CSA Journal
  • Keynote speaker Mississippi Tax Institute
  • Conducted numerous, varied continuing education seminars for CPAs and attorneys in Mississippi and Louisiana
  • Published articles in CSA Journal, “Planning for Retirement: Six Steps to Follow” and “Hidden Assets: Managing Your Social Security”
  • Lorman presenter, “Nuts and Bolts of 403-B Plans”
  • Chartered Life Underwriter (CLU®); Chartered Financial Consultant (ChFC®); Retirement Income Certified Professional®(RICP®); Certified Senior Advisor (CSA®) and Social Security Consultant
  • B.A. degree in business and economics, Mississippi College
  • Can be contacted at 601-368-3500 or [email protected]
Purchase Options

Add to Wishlist

More Program Information

Why Lorman?

Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

All of your training, right here at Lorman

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

  • OnDemand Courses
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  • MP3 Downloads
  • Course Manuals
  • Executive Reports
  • White Papers and Articles

Additional benefits include:

  • State Specific Credit Tracker
  • All-Access Pass Course Concierge

Questions? Call 877-296-2169 to speak with a real person.

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Product ID: 405793
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