eeb3647f_Courses___Marywood_University__Description
[Code] BUS 583 [Course Name] Retirement and Estate Planning [Credits] 3 [Description] 
This course covers all the major retirement-related issues including plan design and flexibility, social security, and Medicare. Techniques for achieving various financial goals and structuring investment portfolios will be discussed. In addition, the course examines legal, financial and practical considerations in the creation, management and conservation of an estate. Various types of property interests (joint tenancy, tenancy in common, community property) are reviewed and the use of revocable and irrevocable trusts, gifts, powers of attorneys, retirement and custodial accounts are discussed. The influence of federal estate and gift and state taxation rules on estate planning techniques is examined. Ultimately, students will gain a thorough understanding of the process for developing a comprehensive financial plan.
Courses - Marywood University
Description