29. Retirement Planning 4: Individual and Small-Business Plans

Retirement 4: Individual and Small Business Plans

Learning Outcomes

There are three objectives for this section:
 
A. Describe Individual Retirement Accounts
B. Explain When It Is Beneficial to Convert to a Roth IRA
C. Describe Retirement Plans Designed for Small Businesses or Individuals Who Are Self-Employed
 

Chapter Reading

Please read the chapter on "Retirement 4: Individual and Small Business Plans" (PDF)

 

Slide Presentation

Please click here for the PowerPoint slide presentation (PPT) for this chapter, or here for the slides as a PDF.

 

Video

NOTE: Information for this chapter is included as part of the video used in the chapter on Retirement 2: Social Security.

 

Assignments

Here are the assignments for "Retirement 4: Individual and Small Business Plans"

 

Tools

The following learning tools may be helpful with this chapter:

Retirement Planning Needs

Retirement Planning Ratio Forecasts

Roth versus Traditional: Which Is Better?

 

Additional Materials