Lesson 21: Retirement Planning: Employer Qualified Plans, Individual and Small Business Plans (2017)

by | Aug 18, 2022 | Qualified Retirement Plan

Lesson 21: Retirement Planning: Employer Qualified Plans, Individual and Small Business Plans (2017)




This lesson is based off of Chapters 29 & 28 of the text for Finance 418. Professor Bryan Sudweeks of Brigham Young University teaches this lesson.

All lesson materials are available online at:

Objectives:
1.  Understand Employer Qualified Retirement Plans
2.  Understand Defined Benefit Plans
3.  Understand Defined Contribution Plans
Objectives:
1.  Understand the difference between the traditional and Roth IRA
2.  Know when a conversion to a Roth makes sense
3.  Understand individual retirement accounts (IRAs)
4.  Understand retirement plans (QRPs) for the self-employed and small businesses…(read more)


LEARN MORE ABOUT: Qualified Retirement Plans

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