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 34 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 34 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.
- AR CLE 1.5
- This course has been approved for 1.5 hours of CLE by the Arkansas CLE Board.
- Arizona CLE 1.5
- The Arizona State Bar does not pre-approve or pre-certify MCLE programs. However, records of this program and attendance will be maintained by Lorman Education Services for auditing purposes. This activity may qualify for up to 1.5 hours toward your annual CLE requirement for the State Bar of Arizona.
- 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.
- CO CLE 2.0
- Lorman Education Services is a Certified Provider, as recognized by the Colorado Supreme Court Continuing Legal and Judicial Education Committee. This program is approved for 2.0 credit hours.
- CT CLE 1.5
- Neither the Connecticut Judicial Branch nor the Commission on Minimum Continuing Legal Education approve or accredit CLE providers or activities. This course has been approved for CLE credit in jurisdictions aside from CT and therefore it automatically meets the content and delivery requirements in Connecticut. Credit is based on a 60 minute credit hour and shall be awarded as follows: 1.5 CLE credit(s).
- HI CLE 1.5
- This program was approved by the Hawaii State Board of Continuing Legal Education for 1.5 CLE credit hours.
- IL CLE 1.5
- This course was approved for a total of 1.5 hours of MCLE Credit by the Illinois MCLE Board.
- ME CLE 1.5
- This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course shall receive 1.5 hours of CLE credit under M. Bar R. 5.
- MN CLE 1.5
- This program has been approved by the Minnesota Board of Continuing Legal Education for 1.5 hours of credit.
- MO CLE 1.8
- This course qualifies for self-study CLE credit in Missouri.
- MT CLE 1.5
- This program has been approved by the Montana Commission of Continuing Legal Education for a total of 1.5 CLE credits.
- NH MCLE 1.5
- NH MCLE does not approve or accredit CLE activities for the NH Minimum CLE requirement. Lorman Education Services believes this Ondemand course meets the requirement of NH Supreme Court Rule 53 and may qualify for CLE credit(s). Program Length: 92 Minutes.
- PA CLE 1.5
- This Distance Learning program has been approved by the Pennsylvania Continuing Legal Education Board for 1.5 hours of substantive law, practice and procedure CLE credit.
- RI CLE 1.5
- This program has been approved by the Rhode Island Mandatory Continuing Legal Education Commission for 1.5 hours of CLE credit.
- UT CLE 1.5
- This program has been approved by the Utah State Board of Continuing Legal Education for 1.5 CLE hours.
- VT CLE 1.5
- This self-study program has been approved by the Mandatory Continuing Legal Education Board of Vermont for 1.5 hour(s) of CLE credit. Please note: Attorneys may only claim 6 credits per compliance period in this format. This course is considered "Non-Moderated Programming without Interactivity".
- WA CLE 1.5
- This program has been approved by the Washington State Board of Continuing Legal Education for 1.5 hours of A/V credit under the Law & Legal Procedure category.
- WV MCLE 1.8
- This program has been approved by the West Virginia State Bar MCLE Commission for 1.8 MCLE hours.
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.
Virginia MCLE requirements do not allow approval for programs that do not include an audio or audiovisual component.
This program was previously offered as a live webinar. Virginia MCLE requirements do not allow approval for attendance at duplicate programs.
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
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More Program Information
Why Lorman?
Over 34 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]ealth.com
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More Program Information
Why Lorman?
Over 34 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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