Credit
More Program Information
Why Lorman?
Over 32 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 | |
|
|
| 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 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? | |
Credit
More Program Information
Why Lorman?
Over 32 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
Audio & Reference Manual
- Arizona CLE 1.5
- CA MCLE 1.5
- CT CLE 1.5
- HI CLE 1.5
- ME CLE 1.5
- MO CLE 1.8
- MT CLE 1.5
- NJ CLE 1.8
- NV CLE 1.5
- UT CLE 1.5
- VT CLE 1.5
- WA CLE 1.5
- WV MCLE 1.8
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
MP3 Download
- Arizona CLE 1.5
- CA MCLE 1.5
- CT CLE 1.5
- HI CLE 1.5
- ME CLE 1.5
- MO CLE 1.8
- MT CLE 1.5
- NJ CLE 1.8
- NV CLE 1.5
- UT CLE 1.5
- VT CLE 1.5
- WA CLE 1.5
- WV MCLE 1.8
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
Credit
More Program Information
Why Lorman?
Over 32 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 "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]
Credit
More Program Information
Why Lorman?
Over 32 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.
Pay once and get a full year of unlimited training in any format, any time!
- Live Webinars
- OnDemand Webinars
- MP3 Downloads
- Course Manuals
- Audio Recordings*
- Executive Reports
- White Papers and Articles
- Sponsored Live Webinars
Additional benefits include:
- State Specific Credit Tracker
- Members Only Newsletter
- All-Access Pass Course Concierge
* For audio recordings you only pay shipping
Questions? Call 877-296-2169 to speak with a real person.
Access to all training products for one year
$699/year
Unlimited Lorman Training
With the All-Access Pass there is no guessing what you will need for your yearly training budget. $699 will cover all of your training needs for an entire year!
Easy Registrations
Once you purchase your All-Access Pass you will never be any further than one-click away from attending any Lorman training course.
Invest in Yourself
You haven't gotten to where you are professionally by luck alone; it's taken a lot of hard work and training. Invest in yourself with the All-Access Pass.
