- 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
Learning Tools
The following Learning Tools may be helpful for this section:
This Excel worksheet helps you determine how much you must save each month to achieve a specific lifestyle at retirement based on the following estimates: years until retirement, expected return, inflation, and tax rates.
This spreadsheet includes an Excel template that can help you determine where you are at in your progress towards achieving your retirement goals. By inputting the relevant information, you can determine whether you are on track for reaching your retirement goals, based on your age and income.
This spreadsheet includes an Excel template to help you determine whether the traditional IRA or the Roth IRA is a better investment vehicle to help you save for retirement. Note that this spreadsheet only considers the factor of future taxes when making this decision.
