Learn what you need to know to prepare adequately for retirement.
Overview
Syllabus
Introduction
- Maximizing your retirement
- Checklist before saving
- Balancing saving with other goals
- What does retirement look like?
- 401(k) vs. IRA for retirement
- Roth vs. traditional savings accounts
- Self-employed retirement accounts
- The power of micro goals
- How much to save for retirement
- Are you on track for retirement?
- Investing basics: Stocks vs. bonds
- Mutual funds and diversification
- Target-date mutual funds
- Rolling over retirement accounts
- Early loans and withdrawals
- Retirement account withdrawal rate
- Will you get Social Security?
- How do pensions work?
- Start considering retirement
Taught by
Natalie Taylor and Madecraft
