RETIREMENT PLANNING & EMPLOYEE BENEFITS

Catalog description

This course addresses key retirement issues, such as income planning, Social Security, Medicare, long-term care insurance, and retirement plan distributions. It also covers housing, guardianships, powers of attorney, and living trusts. Students will explore employee benefits, focusing on distribution options, rules, taxation, and investment strategies. Additional topics include equity-based and deferred compensation. The course provides a broad understanding of factors influencing retirement decisions for individuals. (Cross-listed with FNBK 4320 ).