FIN-355: Retirement Planning and Employee Benefits

 

Description:

This course provides students with knowledge of the rules and options of qualified and nonqualified retirement plans, public plans (Social Security, Medicare, Medicaid), and employee benefit plans. Students learn to evaluate characteristics that are key in retirement plan selection for individuals and business owners. Distribution planning, tax implications, and regulatory considerations are discussed. Students analyze paths and tools toward financial independence and make recommendations within a financial planning context. Other employee benefits, such as medical plans, life insurance, disability insurance, and flexible spending accounts are evaluated.

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