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Course Details

Tax Treatment of Retirement Plans, Pensions and Annuities (Video) (Course Id 1879)

QAS / Registry / EA / Return Preparer
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Author : Paul Winn, CLU, ChFC
Course Length : Pages: 3 ||| Review Questions: 8 ||| Final Exam Questions: 10
CPE Credits : 2.0
IRS Credits : 2
Price : $29.95
Passing Score : 70%
Course Type: Video - NASBA QAS - Text - NASBA Registry - IRS Enrolled Agents - Registered Tax Return Preparers
Technical Designation: Technical
Primary Subject-Field Of Study:

Taxes - Taxes for Course Id 1879

Description :

Course focus:

  • Principal qualified employee plan types
  • Limits applicable
  • Tax treatment of qualified plan contributions and distributions
  • Annuity taxation
  • Qualified birth or adoption distribution
  • Required minimum distribution (RMD) changes
  • Qualified plan adoption until tax-return due-date
  • Small business tax credit for qualified plan establishment
  • Tax credit for 401(k) auto enrollment
  • Long-term, part-time employee 401(k) eligibility.
Usage Rank : 13636
Release : 2021
Version : 1.0
Prerequisites : None.
Experience Level : Overview
Additional Contents : Complete, no additional material needed.
Additional Links :
Advance Preparation : None.
Delivery Method : QAS Self Study
Intended Participants : Anyone needing Continuing Professional Education (CPE).
Revision Date : 20-Feb-2023
NASBA Course Declaration : Participants must complete the final examination within one year of purchase and with a minimum passing grade of 70% or better to receive CPE credit unless otherwise noted on the Course History page (i.e. California Ethics must score 90% or better). After logging in click on the Course History links on your My Courses page for the Begin date and Expire date for the Final Exam.
Approved Audience :

Video - NASBA QAS - Text - NASBA Registry - IRS Enrolled Agents - Registered Tax Return Preparers - 1879

Keywords : Taxes, Tax, Treatment, Retirement, Plans, Pensions, Annuities, Video, cpe, cpa, online course
Learning Objectives :

Course Learning Objectives

Upon completion of this course, you should be able to:
  • 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
  • Identify the tax treatment of annuity contributions and distributions

Course Contents :

Chapter 1 - Tax Treatment of Retirement Plans, Pensions and Annuities

Chapter 1 Review Questions

Key Terms

CPE Taxes Course: https://www.cpethink.com/irs-rp-cpe-courses
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