2021-2022 Undergraduate Catalog 
    
    Apr 16, 2024  
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2021-2022 Undergraduate Catalog [ARCHIVED CATALOG]

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FIN 425 - Retirement and Estate Planning

Units: 3
When Offered: Spring (odd years)
This course focuses on key components, legal requirements, and restrictions, related to effective retirement and estate planning. Specific topics are types of retirement plans, implementing gifts, trusts and life insurance as means of transferring assets after death, and regulatory and tax considerations within retirement and estate planning.
Grade Type: Letter Grade
Prerequisite(s): FIN 415  


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