Browse Series 6 Exam Prep
5.4 Tax-Deferred Annuities
In this section
-
Taxation During Accumulation Phase of Tax-Deferred Annuities
Understand how earnings within tax-deferred annuities accrue tax-deferred, the impact of contributions, and the role of non-qualified annuities in the accumulation phase.
-
Taxation During Payout Phase: Understanding Annuity Distributions
Comprehensive guide on the taxation of annuity distributions during the payout phase, focusing on the exclusion ratio, LIFO method, and early withdrawal penalties.
-
Understanding 1035 Exchanges: Tax-Free Transfers of Insurance Contracts
Explore the intricacies of 1035 exchanges, a tax-free mechanism for transferring funds between insurance contracts. Learn about eligible exchanges, tax implications, suitability considerations, and regulatory guidelines to ensure optimal client outcomes.
Ready to Pass Your FINRA Exam?
Upgrade your studies with the Mastery app. Get full access to 75,000+ questions for the SIE, Series 7, and all other FINRA exams. A dedicated student can pass their exam during our 7-day free trial.
Disclaimer: Mastery Education by Tokenizer is an independent study resource. We are not affiliated with, sponsored by, or endorsed by the Financial Industry Regulatory Authority (FINRA). FINRA® is a registered trademark of its respective owner.