FIN 354 - Retirement Planning

3 Cr. Hrs.

Common Learning Outcomes 05. [CT] Critical thinking skills: inquiry, analysis and creative problem-solving, 13. [PP] Professional preparedness, interpersonal and digital communication skills

This course is designed to provide students with the foundation to conduct a retirement needs analysis for individuals, to understand the different types of retirement plans available to individuals, and to recognize the key factors that affect retirement plan selection for business owners. Students will be able to evaluate and compare the characteristics of various retirement plans, address client suitability, and provide plan recommendations. The course covers tax-deferred retirement plans, IRAs, nonqualified plans, Social Security, Medicare, Medicaid, distribution strategies, taxation of distributions, and regulatory considerations.

Grading Basis: Graded Repeatable: No Typical Periods Offered: Fall, Spring, Summer