Dec 05, 2023  
2021-2022 Graduate Catalog 
2021-2022 Graduate Catalog [Not Current Academic Year. Consult with Your Academic Advisor for Your Catalog Year]

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FINA 7A62 - Retirement and Estate Planning

Credit Hours: 1.5
Lecture Contact Hours: 1.5   Lab Contact Hours: 0
Prerequisite: Graduate standing and FINA 6A35.

Addresses how to analyze and prepare an individual’s retirement needs. Discusses the use of qualified and non-qualified retirement plans, (401k, 303b, IRA, Roth IRA) including pensions, stock-based compensation, and proper tax minimization techniques. Also covers the principles of Estate Planning.
Repeatability: No

Additional Fee: N

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