Tax Sheltered Annuities |
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Course Description: |
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Tax Sheltered Annuity Plans discusses the personal retirement savings plan available to employees of certain non-profit organizations and public schools under §403(b) of the Internal Revenue Code. The course begins with an examination of both employer and participant eligibility. The general limits on contributions are examined, and the special catch-up contributions are considered. The nature of the salary reduction agreement is discussed. |
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Learning Objectives: |
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Upon successful completion of this course, participants will be able to:
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