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Retirement Plans, Pensions & Annuities

Tax Treatment of Retirement Plans, Pensions & Annuities

Cost | Hours: $22  |  5 CPE hours enroll now
2019 updated tax course
Text included: Yes (PDF ebook) View outline
Valid for: EA | AFSP | Most CPAs | others
   

Fun CPE Course No. PWX0619

Text Included: Tax Treatment of Retirement Plans, Pensions & Annuities (50 pages, including Appendix)

Format: Interactive self-study | 50-minute hour credit

Subject classification: Taxation

Exam questions: Review - 15 | Final - 25

Prerequisites: None

Advance preparation: None

Course level: Overview

Course last updated: January 24, 2019

Learning objectives:  Upon completion of this course, you should be able to understand:

  • Distinguish between the types of qualified employee plans;
  • Recognize the limits imposed on qualified employee plan contributions and benefits;
  • List the requirements applicable to qualified employee plan loans;
  • Apply the federal tax laws to qualified employee plan contributions and distributions;
  • Recognize the tax treatment of nonqualified annuity distributions; and
  • Identify the tax treatment of annuity contributions and distributions.

Yes we report your CE hours to the IRS We do report your CE hours earned to the IRS electronically.  We are an approved IRS CPE provider for Enrolled Agents and Tax Preparers.

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