Home Course Catalog WCS - Annuities and Pension Plans

Annuities and Pension Plans

Course Description:  This course provides material on retirement planning, identifying retirement goals and needs, evaluating income and expenses, estimating possible income sources.  It also includes ample information on annuities, their general aspects and types, contributions, distributions, tax aspects and purchase options.  It includes variable annuities, basics of investment options available for variable annuities, charges and subaccounts.  Also covered are major retirement plans such as IRA, ROTH IRA, 401(k) Keough plans and other qualified retirement plans.

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