Examines concepts related to retirement savings and income planning. Specific topics include retirement need, Social Security benefits, qualified employer plans, other tax-advantaged retirement plans, distribution options, taxation of benefits, plan selection and administration, eldercare, special needs planning, non-qualified retirement plans and employee benefits.
instructor(s)
Starn, Harry
Primary Instructor
- Spring 2020 / Spring 2021 / Spring 2022 / Fall 2023 / Fall 2024
