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Retirement Planning: A Key to Sound Financial Planning
This course focuses on the retirement planning process as a function of financial planning. It begins with a discussion of the importance of planning for retirement and provides a detailed explanation of the various qualified and non-qualified plans that may be used to accumulate retirement assets. It then looks at the importance of preserving these important assets, through the use of the financial planning principles of diversification and asset allocation, through sufficient insurance protection and through the accumulation of non-retirement savings. The course concludes by examining the distribution rules and options of qualified and nonqualified retirement plans, and the estate planning ramifications of these rules and options.