| Degree Description: |
Find out how to do a comprehensive retirement needs analysis. Learn how to use retirement benefits skillfully as part of a business benefit package or individual investment portfolio. Explore and compare the advantages and disadvantages of the various plans and options available for business clients, including benefits provided to their employees and significant planning opportunities for tax deferral and capital accumulation. Gain proficiency in using all of the financial planning tools, including stock options, non-qualified deferred compensation plans and other non-pension-related benefits; tax favored corporate retirement plans, including pension and profit-sharing plans, SIMPLEs and SEPs; and non-corporate retirement plans, such as Individual Retirement Accounts (IRAs) and TSAs. Gain new insight into the fiduciary responsibility requirements in connection with retirement plans and the taxation of benefits received, while learning to evaluate your alternatives and make the most beneficial choice.
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