- 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:
Sam and his wife just turned sixty, and they are very concerned about retirement. All their kids are grown, and they have additional money they want to contribute toward retirement in 2009. Their modified adjusted gross income is $120,000 this year, and they feel they can save 30 percent for retirement this year. Their company has a 401(k) plan without a match.
Application:
Which vehicles can they use and how much can they save for retirement?
