- 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
Learning Tools
The following Learning Tools may be helpful as you prepare your personal financial plan:
13. Investment Process Worksheet
This Excel worksheet helps you determine how much you should invest in different assets based on the asset-allocation targets in your investment plan. This worksheet can also help you as you work toward reaching your investment targets by showing you the target amount for each asset, the amount you have invested thus far, and the amount that remains for you to reach your target.
28. Roth versus Traditional: Which Is Better for You?
This Excel worksheet helps you determine which retirement account would be most beneficial to you: the Roth IRA or the traditional 401(k) or 402(b) IRA.
32. Taxes on Security Earnings including Qualified Dividends
This Excel worksheet helps you determine the different types of taxes on security earnings so you can invest more tax-efficiently. It also includes a tab to help you see if your stock dividends will qualify as qualified dividends.
33. Calculating After-tax Security Returns
This Excel worksheet helps you calculate before tax and after-tax security returns.
