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Federal Taxes – Life (L&A/H)

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Life Insurance Taxation
  • Premiums
  • Cash Value Increases
  • Dividends
  • Policy Loans
  • Surrenders
  • Death Benefits
  • Life Settlements
MEC Taxation
  • MECs
  • MEC Tax Consequences
Non-Qualified Annuity Taxation
  • Qualified vs. Non-Qualified
  • Accumulation Phase Withdrawals
  • Annuity Phase Income
  • Distributions at Death
  • Corporate-Owned
  • Section 1035 Exchanges
IRA Taxation
  • What is an IRA?
  • Traditional IRA
  • Roth IRA
  • Traditional IRA vs. Roth IRA
  • Rollovers and Transfers
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Arizona requires that students have a proctor present while taking an insurance professional continuing education course test. Is your proctor present now and for the duration of the test?