OLS 122 - Personal Finance III

2 CR

Third course in the Personal Finance series. This course helps students plan for long-term financial stability by exploring retirement income sources. Students will learn how to complete a personal income tax return using common tools and resources. They will also create a realistic plan for independent or semi-independent living. Through practical activities, students will build essential skills for financial independence and future planning. Course is graded Credit/No Credit.

Prerequisite(s): OLS 121

Course Outcomes

Define “retirement” and explain the need to identify retirement income sources (SS, SSI, 401(k), IRA, Pension).
Describe the steps to completing a personal income tax return.
Identify tools for completing a personal income tax return.
Create an actionable plan for independent or semi-independent living, including the type of home you want to live in, how you intend to support yourself, and emergency resources.

Find out when this course is offered