MGMT X 430.514
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This course emphasizes retirement-related issues such as preparing a needs analysis and reviewing qualified and tax-favored retirement plan designs and features.
What you can learn.
- Understand the roles of social security and Medicare in the planning process
- Explore group benefits, non-qualified deferred compensation plans, and stock options
About this course:
This course emphasizes the fundamentals of individual retirement-related issues: Retirement Savings Needs Analysis and calculations, IRA's, qualified and tax favored retirement plan designs and features, Social Security, Medicare, MSA/HSA's, and also explores group benefits such as group life insurance, disability and health insurance, non-qualified deferred compensation plans and stock options. The in-depth curriculum, which includes the use of study guides from the College for Financial Planning, provides a client-centered, problem-solving methodology that includes case studies, homework assignments, application projects, and group study. Major Topics: -Retirement needs analysis -Regulatory considerations -Social Security(Old Age, Survivor, and Disability Insurance -Key factors affecting plan -Types of retirement plans selection for businesses -Qualified plan rules and options -Investment considerations for -Other tax-advantaged retirement plans retirement plans -Distribution rules, alternatives, and taxation