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Learning Objectives
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  1. Discuss the basic tax and operational structure of tax-deferred plans and annuities.
  2. Explain details about and contributions to employer-sponsored retirement plans. LO 3. Describe the tax rules related to contributions to individual-sponsored retirement plans.
  3. Explain details about and contributions to tax-deferred nonretirement plans.
  4. Apply the tax rules for distributions from tax-deferred plans and the tax treatment of those distributions.
  5. Determine the tax treatment of annuity contracts.





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Cruz, Fund. of Taxation 2007Online Learning Center

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