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FINANCIAL DECSIONS FOR RETIREMENT --- Summary |
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HS 352 |
Outline Of Contents (pages in assignment--81 total study pages) |
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Sample HS-352 Assignment |
Introduction to Retirement Planning (4) | |
| 352-2 |
Social Security (6) |
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| 352-3 | Qualified Retirement Plans (10) | |
| 352-4 | Sources of Retirement Income: Nonqualified Plans and IRAs (6) | |
| 352-5 | Determining Retirement Needs (4) | |
| 352-6 | Retirement Investment Strategies During The Accumulation Period (6) | |
| 352-7 | Retirement Investment Strategies During The Distribution Period (5) | |
| 352-8 | Annuities--Introduction; Deferred Annuities; Indexed Annuities (7) | |
| 352-9 | Immediate Annuities (5) | |
| 352-10 | Tax Treatment of Retirement Plan Distributions (4) | |
| 352-11 | Pension Distributions---Distribution Rules and Options (5) | |
| 352-12 | Housing Issues in Retirement (4) | |
| 352-13 | Health Insurance Planning for Older Clients (11) | |
| 352-14 | Estate Planning for Seniors (4) | |
| Bonus |
Key Terms for All Assignments (16 total pages) |
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| Sample Exam Questions (22) | ||
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Answers to Sample Exam with Explanations (11) |