Focuses on Defined Contribution and Defined Benefit Pension Accounts and Individual Retirement Accounts such as SEPPS and Keoghs. Covers the difference between qualified and non-qualified pension accounts and deferred benefit accounts. Addresses the regulations involving participation and withdrawal. Includes the types of investments that can be made through the different retirement vehicles and the tax ramifications of various types of accounts.
Retirement/Pension Planning and Investment
FIN
260