- 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 for this section.
6. Retirement Planning Needs Worksheet
This Excel worksheet helps you determine how much you must save each month to achieve a specific lifestyle at retirement based on the following estimates: years until retirement, expected return, inflation, and tax rates.
25. Retirement Planning Ratio Forecasts
This Excel spreadsheet helps you determine where you are in your progress towards achieving your retirement goals. By inputting the relevant information, you can determine whether you are on track for reaching your retirement goals, based on your age and income.
28. Traditional versus Roth: Which Is Better?
This Excel spreadsheet helps you determine whether the traditional IRA or the Roth IRA is a better investment vehicle for you to use in saving for retirement. Note that this spreadsheet only considers the factor of future taxes when making the decision.
