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Nov 23, 2024
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PFP 860 - Advanced Retirement Planning IssuesCredits: 3
Advanced study of micro and macro considerations for retirement planning and its inter‐relationship with estate planning objectives, comprehensive assessment of peer‐reviewed journal resources and models for forecasting retirement needs; survey of and detailed techniques for implementing various types of retirement plans; integration of retirement plans with marital matters, Social Security benefits, and tax aspects.
Requisites: Prerequisite: PFP 460, PFP 760 or equivalent.
Typically Offered Spring
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