- 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
Case Study #3
Data:
Bill is fifty-five and plans to retire in ten years. He is working for a company with a Tax Sheltered Annuity (TSA or 403b Plan).
Calculations:
A. How much can he contribute, assuming his salary is below the IRS determined limits, into his company’s Roth 403(b) plan in 2009?
B. If his company has a matching program, what impact will that have on Bill’s contribution?
