FIN 408

Retirement Planning

University of Wisconsin-La Crosse · UGRD · Fall 2026

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Catalog description

The course analyzes various aspects of retirement planning spanning individuals, businesses, and tax authorities/regulators. The topics include planning for Social Security and Medicare, eldercare, and special needs, identifying various types of retirement plans - qualified and non-qualified, rules governing the distribution of retirement income and taxes, and succession planning for individually held businesses. Prerequisite: FIN 355 . Offered Fall, Spring.

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Class #wisconsin_la_crosse-0811Fall 2026UGRD3 credits
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