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Course Description

This course teaches you how to conduct a retirement needs analysis for individuals and to recognize the key factors that affect retirement plan selection for business owners. You will be able to evaluate and compare the characteristics of various retirement plans and recommend which plan is appropriate in a given situation. The course covers tax-deferred retirement plans, IRAs, nonqualified plans, Social Security, Medicare, Medicaid, distribution strategies, taxation of distributions, and regulatory considerations.

Modules included in this course:

  • Retirement Needs Analysis
  • Qualified Retirement Plan Rules
  • Types of Qualified Retirement Plans
  • Nonqualified Retirement Plans
  • Types of Nonqualified Retirement Plans
  • Other Tax-Advantaged Retirement Plans
  • Retirement Income and Distribution Strategies
  • Distribution Rules, Alternatives, and Taxation
  • Plan Selection for Businesses
  • Employee Benefit Plans
  • Business Succession Planning
  • Social Security
  • Medicare and Medicaid
  • Regulatory Considerations

To inquire about Boston University’s Online Financial Planning Program, including upcoming course schedules and registration, please contact our education partners at MindMax, Inc. by calling 1-877-290-9005 or by visiting their website at financialplanningonline.bu.edu.

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