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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.
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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
  • 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 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
     
The CLE Code is ONLY a requirement when applying for CLE Credit in California (for participatory credit), Kansas, New Jersey or New York. Other states do not need to supply the CLE Code to apply for CLE credit.

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
     
The CLE Code is ONLY a requirement when applying for CLE Credit in California (for participatory credit), Kansas, New Jersey or New York. Other states do not need to supply the CLE Code to apply for CLE credit.

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

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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

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]
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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!

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

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Product ID: 405793
Published 2019
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Available in Multiple Formats

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