Oct 10, 2024  
2022-2023 Graduate Catalog 
    
Catalog Navigation
  Publication Home
  Catalog Definitions & Numbering
  Academic Calendar
  University Profile
  Admission & Registration
  Tuition & Fees
  Scholarships & Financial Aid
  Policies
  Programs & Degrees
  Courses
  Libraries
  Student Handbook
  Campus Map

  Graduate School
  Architecture & Design
  The Arts
  Business
  Education
  Engineering
  Global Hospitality Leadership
  Law Center
  Liberal Arts & Social Sciences
  Medicine
  Natural Sciences & Mathematics
  Nursing
  Optometry
  Pharmacy
  Public Affairs
  Social Work
  Technology
  Publication Disclaimer
  Archives
  My Portfolio
HELP
2022-2023 Graduate Catalog [Not Current Academic Year. Consult with Your Academic Advisor for Your Catalog Year]

Facebook this Page (opens a new window)
Tweet this Page (opens a new window)
Add to Portfolio (opens a new window)

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


Facebook this Page (opens a new window)
Tweet this Page (opens a new window)
Add to Portfolio (opens a new window)