Pension and Annuity Income Taxation
|This course is designed to provide you with a broad overview of how pension and annuity income is taxed. It covers the “General Rule,” the “Simplified Method,” and qualified and non-qualified plans. The various examples will show how to calculate the tax-free return of your net cost. Lastly, the course covers how U.S. Civil Service Retirement benefits are taxed.|
EA Program Approval Number: XE26W-T-00273-21-S
Annual Membership: $149
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