FIN 3348 - Retirement Planning

Institution:

Angelo State University

Subject:

Description:

This course focuses on retirement planning for the business, the business owner, and the individual. It consists of two major parts. The first covers qualified plans, nonqualified plans, and IRAs; the second part deals with the retirement needs of individual clients. This course emphasizes the practical knowledge needed for choosing the best retirement plan and designing a plan that will meet a client's needs from a tax and retirement standpoint. Prerequisite: Junior standing.

Credits:

0.00 - 3.00

Credit Hours:

Prerequisites:

Corequisites:

Exclusions:

Level:

Instructional Type:

Lecture

Notes:

Additional Information:

Historical Version(s):

Institution Website:

www.angelo.edu

Phone Number:

(325) 942-2555

Regional Accreditation:

Southern Association of Colleges and Schools

Calendar System:

Semester

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