- 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 #1
Data:
You just got out of school last year and you have already begun your retirement program. You have invested enough in your company 401(k) plan to get your company match this year, and have an additional $4,000 to invest for retirement above and beyond your other goals. You are discussing with a friend the benefits of the Roth versus the Traditional IRA.
Application:
Which should you select and why?
What are your assumptions that would impact your choice of IRA vehicle?
