FINC-524 Retirement Planning and Employee Benefits

The course focuses on retirement needs analysis, Social Security and Medicare planning, eldercare and special needs planning, types of retirement plans, and qualified plan rules options, key factors affecting plan selection for businesses, distribution rules and taxation, retirement income and distribution strategies, and business succession planning. Other topics include the income and distribution strategies, and business succession planning. Other topics include the time value of money concepts and calculations, education needs analysis, education savings vehicles, education funding, and gift/income tax strategies. Throughout this course, the student will develop a comprehensive, biblical perspective of retirement.

Credits

3

Notes

3