FIN 411 - Retirement and Estate Planning--Finance

Institution:

California State University-Fullerton

Subject:

Description:

Description: Prerequisite: Finance 320. Development of retirement objectives, needs and financial condition. Forecasting retirement income from employer based retirement plans, IRAs, insurance policies, social security, and investment programs. Medicare, medical, group life and health benefits after retirement. Property titling, wills and transfers in contemplation of death. Units: 3

Credits:

3.00

Credit Hours:

Prerequisites:

Corequisites:

Exclusions:

Level:

Instructional Type:

Lecture

Notes:

Additional Information:

Historical Version(s):

Institution Website:

www.fullerton.edu

Phone Number:

(657) 278-2011

Regional Accreditation:

Western Association of Schools and Colleges

Calendar System:

Semester

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