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Nov 03, 2024
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FN - 315 Retirement and Estate PlanningCredits: 3
Financial planning for the future. The retirement planning portion outlines the various retirement plans available including government and private plans, pension plans, individual retirement accounts, and other qualified and non-qualified retirement plans. The estate planning portion examines the taxation of gifts, estates, and generation skipping transfers. Offered only in ACCESS.
Prerequisite(s): None
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