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This course, the last in a three-part series on investment planning, deals with the following areas: - Tax features of mutual funds
- Tax features of EE U.S. Savings Bonds
- Variable annuity myths and fables
- Tax features of bonds
- Tax features of dividend reinvestment plans
- Tax features of qualified and nonqualified stock option plans
- Retirement plan distributions
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Course Details
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Price: $38.95
Field of Study: Consulting Services
Prerequisites: Investment Planning I and II or similar knowledge.
Level: Intermediate
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Technical Requirements:
To view and print downloadable content files available in this program, you will need Adobe Acrobat Reader. You can download the free Reader plugin at Adobe's website by clicking on the icon below, then following the instructions for installation on your computer.
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CPE Accreditation
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CCH Incorporated 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 final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. NASBA phone number: 615-880-4200 Web site: www.nasba.org |
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CCH Incorporated is registered with the National Association of State Boards of Accountancy as a Quality Assurance Service (QAS) sponsor of continuing professional education. Participating state boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding QAS program sponsors may be addressed to NASBA, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417. NASBA phone number: 615.880.4200 Web site: www.nasba.org |
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CCH Incorporated is a State Bar of California approved MCLE provider. |
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