FIN 320 - Retirement Planning

Institution:

Immaculata University

Subject:

Finance

Description:

This course focuses on retirement savings and income planning for individuals and businesses.Topics include retirement needs analysis, Social Security and Medicare, types of retirement plans, qualified plan rules and options, key factors affecting plan selection for businesses, distribution rules and strategies, and business succession planning. Pre-requisite: FIN 367

Credits:

3.00

Credit Hours:

Prerequisites:

Corequisites:

Exclusions:

Level:

Instructional Type:

Lecture

Notes:

Additional Information:

Historical Version(s):

Institution Website:

www.immaculata.edu

Phone Number:

(610) 647-4400

Regional Accreditation:

Middle States Association of Colleges and Schools

Calendar System:

Semester

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