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Retirement 4: Individual and Small Business Plans

Title:  Retirement 4: Individual and Small Business Retirement Plans

Course Description:  This is the fourth section of an intermediate course on Retirement Planning.  It discusses individual retirement planes and plans for small business and the self-employed.

Difficulty Level:  Advanced. This course is recommended for individuals with some college experience and some math ability. 

Time to Complete:   To complete this section will take about an hour. 

Output:  With the successful conclusion of these lessons on Retirement Planning, you will have completed a retirement plan which includes your goals for retirement, how much you will need to save each month (Learning Tool 6:  Retirement Planning Needs Worksheet), and your preferred retirement vehicles.  It also gives a means of checking whether you are on track to meet your retirement goals (Learning Tool 25: Retirement Planning Ratio Forecasts).

Prerequisites for this Course:   None. It is recommended that you first complete the courses on Another Perspective on Wealth, Time Value of Money 1, Time Value of Money 2, Investments 1:  Before You Invest, Investments 2:  Your Investment Plan, Investments 7:  Building Your Portfolio, Investments 8:  Picking Financial Assets, and Retirement 1: Basics. 



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