Jun 30, 2024
OHIO University Undergraduate Catalog 2023-2024
OHIO University Undergraduate Catalog 2023-2024
[Archived Catalog]
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FIN 4110 - Retirement Planning
Provides students with knowledge of public and private retirement plans. Specifics of the various plans are analyzed and issues that individuals face in retirement are discussed.
Requisites: FIN 4100
Credit Hours: 3
Repeat/Retake Information: May be retaken two times excluding withdrawals, but only last course taken counts.
Lecture/Lab Hours: 3.0 lecture
Grades: Eligible Grades: A-F,WP,WF,WN,FN,AU,I
Learning Outcomes:
- Students will be able to determine the legal and tax requirements for a retirement plan to be considered qualified for income tax purposes.
- Students will be able to explain important provisions of Social Security and Medicare coverage.
- Students will compare personal savings plans used in the retirement planning process and explain deferred compensation and non-qualified retirement plans.
- Students will construct a retirement plan.
- Students will explain types of defined contribution and defined benefit qualified plans and describe employer sponsored retirement plans.
- Students will understand the importance of retirement planning for the pre-retirement accumulation period and for the actual retirement when the funds are used.
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