- 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
- Introduction
- Describe How Retirement Planning Fits into Your Personal Financial Plan
- Understand the Principles of Successful Retirement Planning
- Describe Payout Options Available at Retirement
- Explain the Steps of Successful Retirement Planning
- Understand One Method of Monitoring Your Retirement Planning Progress
- Summary
- Assignments
- 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.
6. Retirement Planning Needs Worksheet
This Excel worksheet helps you determine how much you must save each month to achieve a specific lifestyle at retirement based on your estimates of years until retirement, expected return, inflation, and tax rates.
25. Retirement Planning Ratio Forecasts
This spreadsheet is an Excel template that will help you determine where you are in your progress towards achieving your retirement goals. By inputting the relevant information, you can estimate whether you are on track for reaching your retirement goals, based on your age and income.
