2. Retirement Planning 1: Basics

Retirement Planning 1: Basics

Learning Outcomes

There are five objectives for this section:
 
A. Describe How Retirement Planning Fits into Your Personal Financial Plan
B. Understand the Principles of Successful Retirement Planning
C. Describe Payout Options Available at Retirement
D. Explain the Steps of Successful Retirement Planning
E. Understand One Method of Monitoring Your Retirement Planning Progress
 

Chapter Reading

Please read the chapter on "Retirement Planning 1: Basics" (PDF)

 

Slide Presentation

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

 

Video

 

Assignments

Here are the assignments for "Retirement Planning 1: Basics"

 

Tools

The following learning tools may be helpful with this chapter:

Retirement Planning Needs

Retirement Planning Ratio Forecasts

 

Additional Materials