Retirement Planning

Catalog description

This course focuses on retire- ment planning for the business, the business owner, and the individual. It consists of two major parts. The first covers qualified plans, nonquali- fied plans, and IRAs; the second part deals with the retirement needs of individual clients. This course emphasizes the practical knowledge needed for choosing the best retirement plan and designing a plan that will meet a client’s needs from a tax and retirement standpoint.