MODULE 5: 🌅Strategic Retirement Planning

Teacher

Curriculum

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1.0 Snapshot of Module
Learn how much you need to save to retire early, learn what a 401(k) and Roth IRA are as well as other retirement accounts.
1
- 1.1
  Snapshot
2.0 How much do I need to save to retire?
Learn how much you need to save to retire early based on the lifestyle you want to live.
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- 2.1
  How much do I need to save to retire?
- 2.2
  Quiz: How much do I need to save to retire?
  5 Questions
3.0 Retirement Portfolio Asset Allocation
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- 3.1
  Retirement Portfolio Asset Allocation
- 3.2
  Quiz: Retirement Portfolio Asset Allocation
  3 Questions
4.0 Roth 401k vs 401k vs Roth IRA
Learn why using your company’s 401(k) plan may accelerate your retirement savings due to tax deferral and possible employer matching.
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- 4.1
  Roth 401k vs 401k vs Roth IRA
- 4.2
  Quiz: Roth 401k vs 401k vs Roth IRA
  7 Questions
5.0 Another account for saving for retirement
Learn about other account types for saving for retirement: traditional IRAs, SEP & Simple IRAs, deferred compensation, non-qualified accounts.
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- 5.1
  Another account for saving for retirement
- 5.2
  Quiz: Another account for saving for retirement
  4 Questions