Financial Managment in Retirement (RET-C03)
There are various financial elements to manage while in retirement such as investments, taxes, income needs, and insurance requirements. Examine the implications of retirement accumulation and distribution planning. Different types of qualified retirement plans, IRAs, and distribution rules will be reviewed. Managing taxation in retirement is briefly covered along with examining risk management. Students will assess risks to their life, health, and property. (formerly Saving Smart & Investing for Retirement') (Fall 2016)

Course Name: RET-C03
Departments: Community Education
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