This course covers the issues that impact financial needs at retirement. Students will be exposed to various retirement savings vehicles including private, employer-sponsored and government plans. Different avenues for receipt of retirement savings, along with the tax implications of each, will be examined. Students will also learn about the estate planning process to ensure an orderly and tax-efficient distribution of one's assets. Relevant retirement and estate planning tools and legal documents will also be discussed.
75 credits of 100-level or higher coursework including BFIN 351 or 386, ENGL 100, and CMNS 152 or 220; OR 3 NABU credits and CMNS 305