Annuities have a number of unique features that can make them an attractive investment option for many individuals. In the Essentials of Annuities course, we cover the various types of annuities and their characteristics, as well as the financial circumstances under which they make sense. The course also addresses a number of problems with annuities, and covers several best practices that can be applied to enhance your returns from them. The course also covers several related topics, including the tax impact of annuities, insurance company ratings, and the risks covered by annuities. The intent of the course is to give you a solid grounding in the fundamentals of annuities.
Learning Objectives:
Self-Study Course Instructions: FOR DOCUMENT-BASED COURSES Download the course document(s) (below) and follow prompts contained in the document. |
Steven Bragg, CPA, is the founder of AccountingTools, Inc. He is the author of more than 300 business books and courses, including the best sellers Cost Accounting Fundamentals, The CFO Guidebook, Closing the Books, Payroll Management, and The GAAP Guidebook. He has been the CFO or controller of both public and private companies and has been a consulting manager with Ernst & Young and an auditor with Deloitte. He holds an MBA from Babson College, a Master of Finance degree from Bentley College, and a BA from the University of Maine. He also manages the Accounting Best Practices podcast.
Away from work, Steve has been a two-time president of the Colorado Mountain Club and has climbed five of the seven continental high points, the 100 highest peaks in Colorado, the 100 highest peaks in New England, and all 50 of the state high points of the United States. He has also solo mountain biked the 483-mile Colorado Trail - both ways. He is an expert alpine skier, trail running author of Run the Rockies, and a PADI-certified Master Diver.
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