- 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 #2
Data:
Bill has money in a traditional and a rollover IRA. He 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 $150,000 in his traditional IRA.
Calculations:
How much is he required to take out of his account the next year?
