- 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 the primary source of income for adults sixty-five and older? Is this a reliable source for the future?
- What two people/entities finance Social Security and Medicare? What percentage does each pay?
- What does it take to be fully insured in the Social Security program?
- To which four classes of people are retirement benefits available?
- Why is it advantageous for someone to wait until they are seventy before withdrawing money from their social security account?
