Financial Planning: Employee Benefits and Retirement Planning

Catalog description

Fundamentals of employee benefits and retirement planning in the context of personal financial planning decisions. Content includes a survey of various types of retirement plans, legal and tax requirements for a retirement plan, assessing and forecasting financial needs in retirement, distribution rules, and integration of retirement plans with government benefits. Graded on A-F basis only. Credit Hour s : 3 Prerequisites: FINPLN 2183 and FINPLN 3283 , or instructor's consent required