FINA 4360 - Retirement Planning

3-3

3 hours. Overview of retirement planning basics: qualified and nonqualified plans, Social Security provisions, government healthcare plans and employee benefits; Focus on both quantitative (i.e. calculating retirement needs and plan limits) and qualitative (i.e. retirement age decisions and income management). Prerequisite(s): FINA 3770 with a C or better. Course Typically Offered: Fall and Spring.