FIN-424 Retirement and Benefits Planning

The course focuses on the retirement needs analysis. Social Security and Medicare planning, eldercare and special needs planning, types of retirement plans, and qualified plan rules and options. Students will also learn non-qualified plan rules and options, key factors affecting selection for businesses, distribution rules and taxation, retirement income and distribution strategies, and business succession planning. Throughout this course, students interpret taxes using biblical principles. Prerequisite: FIN-420

Credits

3

Notes

3