FINA 4325 - Retirement and Estate Planning

Credit Hours: 3
Lecture Contact Hours: 3 Lab Contact Hours: 0

Prerequisite: ECON 2302, FINA 3332, STAT 3331 and credit or concurrent enrollment in FINA 4352; good academic standing; and declared Program for Financial Planning track in Finance.
Corequisite: FINA 4352.
Description
Evaluation and selection of the various types of tax qualified and non-qualified retirement plans for businesses and individuals; understanding and computing retirement needs analysis; and planning for distribution of assets during life and post-mortem, including estate planning documents, gifting and proper titling of assets.
Repeatability: No

Note: For students pursuing the Personal Financial Planning Track and Certified Financial Planner Certification.
Additional Fee: N