PERSONAL WEALTH AND TAXES
2025-2026 Undergraduate Catalog
   

BUSACC 1270 - PERSONAL WEALTH AND TAXES


Minimum Credits: 3
Maximum Credits: 3
Personal Wealth and Taxes introduces personal wealth management and tax implications of various approaches including: 1. Budgets and taxes: Understanding financial statements, budgets, and tax returns 2. Asset management: Managing cash and savings and making auto and housing decisions 3. Managing credit and consumer loans: Understanding what impacts a credit report and how to structure credit to improve credit worthiness and lower cost of capital. 4. Managing insurance needs: Learning about life, health, and property insurance. 5. Managing investments: Planning and investments in stocks and bonds, mutual funds, ETFs, and real estate. 6. Retirement planning: Maximizing retirement savings, employer matching, and preserving your estate.
Academic Career: Undergraduate
Course Component: Lecture
Grade Component: LG/SNC Elective Basis
Course Requirements: PREQ: (BUSACC 0030 or BUSERV 1920 or CDACCT 6030 or MGMT 0022 or ACCT 0115 or ACCT 0201) Min Grade 'C' for all listed courses; PROG: Pitt Business not in CASBUS-UNK or BUSNB-MN or BMGMT-CR4


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