- 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 #4
Data:
Bill retired on his sixtieth birthday and did not use any of his traditional IRA balances. On December 31 of his sixty-ninth year, he had $250,000 in his 401(k) plan.
Calculations:
A. How much would he be required to take out of his account the next year, the year he turns seventy and a half?
B. How much would he be required to take out if this was a Roth 401(k)?
