Taxation of Life Insurance, Annuities, Roth IRA, Traditional IRA

by | Sep 16, 2022 | Traditional IRA | 14 comments

Taxation of Life Insurance, Annuities, Roth IRA, Traditional IRA




Study for the Life Insurance Exam with these helpful notes on taxation of life insurance, taxation of qualified plans, Traditional IRA, Roth IRA, MEC/ Modified Endowment Contract, and taxation of dividends. If you would like to purchase my notes, visit

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14 Comments

  1. Alicia Seales

    Question, do you have videos on the Securities exam?

  2. AversaS

    Your videos helped me so much in remembering what I read and understanding it in more depth. Thank you for helping me pass my test the first time!

  3. Isiah

    Hey Queen, I just wanted to thank you for your videos because without you I would've never passed my Life exam. I am now opening up and I'm going for my P&C. Can you provide any guidance???

  4. Maxine Robinson AkA Momma's Sayings

    Thank you I feel with this breakdown I will pass. I appreciate you you sharing and blessing me with this information

  5. State of Ohio Insurance

    Great material and breakdown – This is just what I needed – Thank you!

  6. The Beard

    Failed my health insurance state exam for KY and am losing hope. The taxes for group health is killing me, then the wording in questions is awfully confusing. I wish there was an app that had all possible variations of the test I can remember the questions the same way I did for my class A CDL

  7. ebere michelle

    failed the test 3 times, im tired and almost giving up.. would try one more time

  8. Zye

    taking my test in a few minutes your videos help explain what my exam prep couldn’t.much love and appreciation!

  9. Akona Doka

    thank you so much, all you do is good because I enrolled in life and health insurance in July 2020 but I failed the test. but I was just searching for some helpful videos on youtube to help me pass the health and life exam. I found out about your great videos 5 months ago and I started watching them every day and listening every time when I am going to school or somewhere and taking notes, now I almost know everything about health and life. last week, when I enrolled in a cram course, I am just answering every question that is all because of you. one day I would like to meet you via zoom or on phone to recommend me a lot how to pass it. thank you so much again for making it

  10. John Daniel

    I am studying for my exam and I really appreciate your help. I'm in my 2nd week of studying and until I found you i was lost

  11. Michael Norris

    Absolutely very nice to see you again, and this video was really a great reminder for me of some of the study v material when I passed my health, life and annuities state exam.
    Thank you again Ms. Purposeful Woman.
    Thank you

  12. Brian Foxx

    Good to see a new video from you.

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