FIN 4779 - Estate, Retirement, and Education Planning

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This course teaches you how to conduct a estate planning, retirement needs analysis, Insurance needs, and education planning for individuals and to recognize the key factors that affect retirement plan selection for business owners. You will be able to evaluate and compare the characteristics of various retirement plans and recommend which plan is appropriate in a given situation. The course covers tax-deferred retirement plans, IRAs, nonqualified plans, Social Security, Medicare, Medicaid, distribution strategies, taxation of distributions, and regulatory considerations. Also covered are the insurance concepts for individuals.
Prerequisite(s): ACC 3010, ACC 3500, FIN 3600, FIN 3680, FIN 3720 with a minimum grade of C in each course and major standing.