Retirement planning basics, qualified and nonqualified retirement plans, Social Security provisions and government healthcare plans along with the basics of employee benefits; focus on both quantitative (i.e., calculating retirement needs and plan limits) and qualitative (i.e., retirement age decisions, retirement income management) aspects of retirement. Prerequisites: Grade of C or better in FINP 435, AGEC 330, FINC 409, or FINC 341; junior or senior classification Credits 3. 3 Lecture Hours.
Retirement planning basics, qualified and nonqualified retirement plans, Social Security provisions and government healthcare plans along with the basics of employee benefits; focus on both quantitative (i.e., calculating retirement needs and plan limits) and qualitative (i.e., retirement age decisions, retirement income management) aspects of retirement. Prerequisites: Grade of C or better in FINP 435, AGEC 330, FINC 409, or FINC 341; junior or senior classification Credits 3. 3 Lecture Hours.
