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Federal Taxes – Life (Life & Health)

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Course Content

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Lessons Status
1

Individual Retirement Accounts (IRAs)
  • What is an IRA?
  • Traditional IRA
  • Roth IRA
  • Traditional IRA vs. Roth IRA
  • SEP
  • SIMPLE

2

Qualified Plans
  • What is a Qualified Plan?
  • Qualified Plan Requirements
  • Types of Qualified Plans
  • 401k
  • 403b
  • Qualified Plan Withdrawals
  • Rollovers and Transfers

3

Life Insurance Taxation
  • Premiums
  • Dividends
  • Surrenders
  • Death Benefits
  • Life Settlements
  • Modified Endowment Contracts (MEC)
  • Tax Consequences of a MEC

Individual Retirement Accounts (IRAs)
  • What is an IRA?
  • Traditional IRA
  • Roth IRA
  • Traditional IRA vs. Roth IRA
  • SEP
  • SIMPLE
Qualified Plans
  • What is a Qualified Plan?
  • Qualified Plan Requirements
  • Types of Qualified Plans
  • 401k
  • 403b
  • Qualified Plan Withdrawals
  • Rollovers and Transfers
Life Insurance Taxation
  • Premiums
  • Dividends
  • Surrenders
  • Death Benefits
  • Life Settlements
  • Modified Endowment Contracts (MEC)
  • Tax Consequences of a MEC
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