Detailed Course Information |
Fall 2023
Dec 22, 2024 |
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| FINA 321 - Retirement and Estate Planning |
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An examination of financial planning for retirement and estate. The main topics of retirement planning covered are setting financial objectives for retirement, planning for adequate retirement income, social security and other governmental benefits, understanding qualified and non- qualified plans, pre- and post-retirement investment planning, planning for long-term care, and planning for incapacity. Additional topics of estate planning include the necessity, objectives and techniques of estate planning, the federal estate, gift, and income tax rules and how to use them to benefit clients, the consequences of intestacy, and the uses of wills.
Prerequisite: FINA 300 Fundamentals of Financial Planning and Insurance.
1.000 Credit hours 4.000 Lecture hours Levels: Non-Matriculated, Undergraduate Schedule Types: Directed Study, Independent/Directed Study, Lecture Accounting, Economics, Finance Department Course Attributes: Undergraduate Level Course Restrictions: May not be assigned one of the following Student Attributes: DGCE Student Prerequisites: PREREQ for FINA 321 General Requirements: ( May not be taken concurrently. ) or ( May not be taken concurrently. ) or ( Course or Test: FINA 300 May not be taken concurrently. ) |
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