FIN-424 Retirement and Benefits Planning

The course incorporates a unique case situation to analyze client retirement and benefit needs and the impact of social security to recommend strategic solutions. The student will differentiate between retirement plans, evaluate the rules and tax implications of retirement plans, recommend retirement plans for businesses, and select suitable client investments. Additional topics include regulatory considerations, distribution rules and taxation, retirement income and distribution strategies, and business succession planning. Throughout this course, the student will develop a comprehensive, biblical perspective of retirement and benefits planning.

Credits

3

Notes

3