FINA 446 - Retirement Planning

3 Hour(s) Credit
Introduces the student to the study and application of contemporary techniques for individual retirement planning. The instruction will include the retirement field as a profession, as well as the personal financial planning process (budgeting, emergency fund planning, credit and debt management) and personal financial statements. Other specific topics covered include: the Social Security system and Medicare, defined benefit plans versus define contribution plans, vesting, tax effects of investing, qualified versus nonqualified plans and tax-advantaged retirement plans (401K, 403b, etc. accounts).
Three hours per week.
Prerequisites FINA 311 with grade of B or better.