Introduction to Pensions and Annuities

Introduction to Pensions and Annuities 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 nonqualified 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.

Course Info:

  • Course #: 3165C
  • Delivery: Self-Study
  • CPE Hours: 8
  • Course Level: Basic
  • Prerequisites: None
  • Advanced Preparation: None
  • IRS Category: Federal Tax Law
  • Total Pages: 267
  • Questions: 40

EA Program Approval Number: XE26W-T-00373-23-S
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Course Objectives

Table of Contents

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