Retirement Planning & Plans
This course examines the importance of planning for retirement and explains how to calculate the amount an individual should save for retirement. It gives the history of the Social Security system and employer-sponsored retirement plans, such as the 401(k) and the Keogh plan.
The course discusses individual retirement accounts (IRAs). It explores ways of investing for retirement by looking at various portfolios and types of investments, such as stocks, bonds, and mutual funds. Threats to retirement are studied as well as the possibilities for early retirement.
Upon completion of this course, the individual will be able to:
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Discuss the importance of planning early for retirement.
Discuss the importance of planning early for retirement. •Help clients determine the best ways to save for retirement
Help clients determine the best ways to save for retirement •Explain the major threats to retirement
Explain the major threats to retirement •Describe the Social Security system
Describe the Social Security system •Help clients understand basic employer-sponsored retirement plans
Help clients understand basic employer-sponsored retirement plans •Explain the risks and returns of available investments
Explain the risks and returns of available investments