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    TACFS

    FA 261 Foundations of Retirement Planning

    FA 261 Foundations of Retirement Planning

    $90.00 USD
    $90.00 USD
    Sale Sold out
    Title

    Guides professionals in examining the retirement planning process, fact finding, methods of analyzing facts, retirement planning software, and sales tracking. Discusses the role of Social Security, Medicare, and tax policies in retirement planning and the suitability of various accumulation vehicles, such as stocks, bonds, mutual funds, life insurance and annuities for retirement planning. Explains how retirement planning creates estate planning needs and addresses payout options, spousal benefits and investment strategies.

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