FIN 4384 - Retirement & Estate Planning hrs

Institution:

Winston-Salem State University

Subject:

Description:

The intent of the retirement planning portion is to provide individuals with knowledge of both public and private retirement plans. The public plans include Social Security, Medicare and Medicaid. The private plans include both defined-benefit and defined-contribution plans, their regulatory provisions, as well as nonqualified deferred compensation plans. Also, issues that individuals face in retirement, such as lifestyle choices and medical issues are discussed. The estate planning portion focuses on the efficient conversation and transfer of wealth, consistent with the client's goals. It is a study of the legal, tax, financial, and nonfinancial aspects of this process, covering topics such as trusts, wills, probate, advanced directives, charitable giving, wealth transfers and related taxes. Prerequisites: FIN 2356, FIN 3351.

Credits:

3.00

Credit Hours:

Prerequisites:

Corequisites:

Exclusions:

Level:

Instructional Type:

Lecture

Notes:

Additional Information:

Historical Version(s):

Institution Website:

www.wssu.edu

Phone Number:

(336) 750-2000

Regional Accreditation:

Southern Association of Colleges and Schools

Calendar System:

Semester

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