- 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 Answers
- The three main types of individual retirement accounts are the (1) traditional IRA, (2) Roth IRA, and (3) education IRA.
- A Roth IRA.
- The maximum contribution amounts are $4,000 for the IRA, $4,000 for the Roth IRA, and $2,000 per child per year for the Education IRA in 2007.
- A traditional IRA.
- Two types of small business/self-employment retirement plans that are funded by the employer are (1) SEP-IRA plans and (2) Keogh plans.
