- Tax Planning
- Investments 1: Before you Invest
- Investments 2: Your Investment Plan
- Investments 3: Securities Market Basics
- Investments 4: Bond Basics
- Investments 5: Stock Basics
- Investments 6: Mutual Fund Basics
- Investments 7: Building Your Portfolio
- Investments 8: Picking Financial Assets
- Investments 9: Portfolio Rebalancing and Reporting
- Retirement 1: Basics
- Introduction
- Describe How Retirement Planning Fits into Your Personal Financial Plan
- Understand the Principles of Successful Retirement Planning
- Describe Payout Options Available at Retirement
- Explain the Steps of Successful Retirement Planning
- Understand One Method of Monitoring Your Retirement Planning Progress
- Summary
- Assignments
- Retirement 2: Social Security
- Retirement 3: Employer Qualified Plans
- Retirement 4: Individual and Small Business Plans
- Estate Planning Basics
Retirement 1: Basics
Title: Retirement 1: Basics
Course Description: This is the first section of an intermediate course on retirement planning. It discusses the importance of a retirement plan, the principles of successful retirement planning, the steps of retirement planning, and how to monitor your retirement planning progress.
Difficulty Level: Intermediate. This course is recommended for individuals with some college experience and some math ability.
Time to Complete: To complete this section will take about an hour.
Output: With the successful conclusion of these lessons on retirement planning, you will have completed a retirement plan that includes your goals for retirement, how much you will need to save each month (Learning Tool 6: Retirement Planning Needs Worksheet), and your preferred retirement vehicles. It also gives a means of checking whether you are on track to meet your retirement goals (Learning Tool 25: Retirement Planning Ratio Forecasts).
Prerequisites for this Course: None. I recommend you first complete the courses on Another Perspective on Wealth; Time Value of Money 1; Time Value of Money 2; Investing 1: Before You Invest; Investing 2: Your Investment Plan; Investing 7: Building Your Portfolio; and Investing 8: Picking Financial Assets.
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