This course covers advanced concepts in retirement planning, procedures and issues, with particular attention to designing retirement strategies to meet diverse client needs. Students will read journal articles covering the latest developments in planning for retirement and maintaining household well-being during retirement. Special attention will be given to qualified plans, tax-advantaged plans. Prereq or concur: 3260. Not open to students with credit for 4270.
This course covers advanced concepts in retirement planning, procedures and issues, with particular attention to designing retirement strategies to meet diverse client needs. Students will read journal articles covering the latest developments in planning for retirement and maintaining household well-being during retirement. Special attention will be given to qualified plans, tax-advantaged plans. Prereq or concur: 3260. Not open to students with credit for 4270.
