Retirement Income Planning BUS ADM X416.8

Course Description

Understand how financial planning practitioners bridge the gap between their clients' wealth preservation and their extended income needs during retirement. Assess retiree financial situations and longevity probabilities, and develop risk-mitigation strategies. Learn to develop income models that aim to replace the stability of a regular monthly paycheck. Other learning objectives include applying income-planning research and stochastic modeling techniques, understanding the tax implications and restrictions on distributions from qualified plans, applying Social Security planning techniques to individuals and married couples, discerning the advantages and disadvantages of insured solutions and reverse mortgages, and integrating these techniques using real-world cases.


Departmental contact: | (510) 642-4231

Applies Toward the Following Certificate(s) and Program(s)


No sections of this course are available for registration.