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Financial Decisions for Retirement
The Burnham System
HS 352
PDF
Basic Study Material

The Burnham System is written and promptly revised by

Ray Burnham, CPCU, CLU, ARM, AIC, AINS, AIS, API, SPPA, AIM, AIC-M, ARM-E, AU, AU-M, ALCM, AAI, AAI-M, APA, ARP, AIAF, AMIM, AAM, AIT, ARe, AFSB, ASLI, AIDA, ARC, ARM-P, REBC, RHU, ASF, LIA, CASL, and ChFC;

Jean O’Reilly, PhD, CPCU, ARM, AINS, AIS, API, AIC, SPPA, AIM, AIC-M. ARM-E, AU, AU-M, AAI, AAI-M, APA, AMIM, AIT, ARe, AFSB, ASLI, AIDA, ARC, ARM-P, and AIAF; and

Lisa Tobey, JD, CPCU, CLU, ARM, AINS, AIS, API, SPPA, AIM, AIC-M, ARM-E, AU, AU-M, AAI, AAI-M, APA, AIAF, AMIM, AIT, ARe, AFSB, ASLI, AIDA, ARC, ARM-P, ACS, RWCS, RHU, REBC, CASL, AIC, EA, and ChFC.

Copyright © 2022 The Burnham System

HS 352
Digital Book

Financial Decisions for Retirement Study Guide

HS 352 is no longer offered by The American College, but since you might find its content of value, it is available in PDF format at half-price.


Included for FREE with your purchase of this Digital (PDF) Study Guide:

  • Ray's definitions for each assignment's key words and other new terms
  • A sample diagnostic exam with answers and explanations


Study guide last updated: June 30, 2021


Current Text Edition: 4th


Ray's estimate of course difficulty (1, easiest and 10, hardest): 8


Number of study guide pages: 76


Covered within this study guide:

  • Introduction to Retirement Planning
  • Social Security
  • Qualified Retirement Plans
  • Sources of Retirement Income: Non-qualified Plans and IRAs
  • Determining Retirement Needs
  • Retirement Investment Strategies During The Accumulation and Distribution Periods
  • Annuities
  • Tax Treatment of Retirement Plan Distributions
  • Pension Distributions, Rules, and Options
  • Housing Issues in Retirement
  • Estate Planning for Seniors

As a good study guideline, figure anything in those 76 pages might be on your exam and that there will be nothing on your exam that is not covered in those 76 pages.


The Burnham System is written and promptly revised by

Ray Burnham, CPCU, CLU, ARM, AIC, AINS, AIS, API, SPPA, AIM, AIC-M, ARM-E, AU, AU-M, ALCM, AAI, AAI-M, APA, ARP, AIAF, AMIM, AAM, AIT, ARe, AFSB, ASLI, AIDA, ARC, ARM-P, REBC, RHU, ASF, LIA, CASL, and ChFC;

Jean O’Reilly, PhD, CPCU, ARM, AINS, AIS, API, AIC, SPPA, AIM, AIC-M. ARM-E, AU, AU-M, AAI, AAI-M, APA, AMIM, AIT, ARe, AFSB, ASLI, AIDA, ARC, ARM-P, and AIAF; and

Lisa Tobey, JD, CPCU, CLU, ARM, AINS, AIS, API, SPPA, AIM, AIC-M, ARM-E, AU, AU-M, AAI, AAI-M, APA, AIAF, AMIM, AIT, ARe, AFSB, ASLI, AIDA, ARC, ARM-P, ACS, RWCS, RHU, REBC, CASL, AIC, EA, and ChFC.

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