- 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
- Retirement 2: Social Security
- Retirement 3: Employer Qualified Plans
- Retirement 4: Individual and Small Business Plans
- Estate Planning Basics
Retirement 2: Social Security
Title: Retirement 2: Social Security
Course Description: This is the second section of an intermediate course on Retirement Planning. It discusses how social security works, the benefits of the Social Security program, the key questions relating to Social Security, and the likely future of Social Security.
Difficulty Level: Advanced. 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 which includes your goals for retirement, how much you will need to save each month (see Learning Tool 06: Retirement Planning Needs Spreadsheet and your preferred retirement vehicles. It also gives a means of checking whether you are on track to meet your retirement goals Retirement Learning Tool 25: 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, Investments 1: Before You Invest, Investments 2: Your Investment Plan, Investments 7: Building Your Portfolio, Investments 8: Picking Financial Assets, and Retirement 1: Basics.