Essentials of Annuities

Understand how annuities function and determine when they fit an investment strategy. This course explains the different types of annuities and their defining characteristics, then evaluates the situations in which they add value. It also examines common drawbacks and outlines best practices that can improve long-term returns. Explore the tax treatment of annuities, assess insurance company ratings, and analyze the risks they address. Build a practical foundation for evaluating annuities as part of a broader financial plan.
Format

PDF Course

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Duration

1 Hour

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Course Information

Author: Steven Bragg
Course Number: SK0005

Learning Objectives
  • Recognize the risks that can be mitigated with an annuity contract.
  • Recall the benefits of purchasing the different types of annuity contracts.
  • Recognize the characteristics of the various types of annuity contracts.
  • Specify the parties to an annuity contract.
  • Recall the applicable tax rules for the different types of annuity contracts.

Level: Overview
Instructional Method: QAS Self-Study
NASBA Category: Specialized Knowledge
Prerequisites: None
Advance Preparation: None
Latest Review Date: January 2025
Program Registration Requirements: Click on the Enroll button to pay for and access the course. You will then be able to download the course as a PDF file, then take an on-line examination, and then download a certificate of completion if you pass the examination.
Program Refund Policy: For more information regarding administrative policies concerning complaints, refunds, and other matters, see our policies page.

AccountingTools, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
The NASBA sponsor identification number for Accountingtools, Inc. is 115881.

AccountingTools is an IRS Approved Continuing Education Provider. We are compliant with the requirements for continuing education providers (as described in sections 10.6 and 10.9 of the Department of Treasury’s Circular No. 230 and in other IRS guidance, forms, and instructions). Our IRS Approved Continuing Education Provider number is 72821.