This course covers the issues that affect financial needs at retirement-inflation and taxation. Various vehicles for savings for retirement are examined including both private and employer-sponsored. The course also examines ways to withdraw savings at retirement. Estate planning looks at ways to ensure that assets are distributed both in accordance with one’s wishes and for the maximum benefit of one’s heirs. Lect: 3 hrs. Corequisite: FIN 502, Prerequisite: FIN 300 Course Weight: 1.00 Billing Units: 1
