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Term : Summer 2024
Catalog Year : 2023-2024

FIN 483 - Retirement Planning

Description: This course covers employee benefits and retirement planning strategies. It focuses on analyzing client retirement and benefit needs, differentiating between retirement plans, evaluating the rules and tax implications of retirement plans, applying the Social Security system to the financial planning process, recommending retirement plans for businesses, and selecting suitable client investments. Topics include: life, medical and disability plans in employee benefit programs; business applications of individual life and disability insurance; other employee benefits; social security, Medicare, and Medicaid; ethical considerations in retirement planning and employee benefits; types of retirement plans; qualified plan characteristics; distributions and distribution options; retirement needs analysis; and recommendation of appropriate qualified and/or non-qualified retirement plans. Letter grade only.

Units: 3

Sections offered: Fall 2024

Prerequisite: ((MAT 108, MAT 114, STA 270 or Math Placement Test Results (MTHPLACE 40+; ALEKS 40+; PLACE 46+)); ACC 255; and Junior status. Prerequisites must have grades of C or better.