- 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
Review Questions
- What is a qualified retirement plan?
- What are the three major types of employer qualified retirement plans?
- What is the general trend in regard to qualified retirement plans, or what types of plans are most companies shifting away from, and what types of plans are most companies shifting towards?
- What are the three types of defined contribution plans?
- In relation to an employer’s contributions to your retirement fund, what does “vesting” mean? Why is it important to know the vesting requirements of your employer?