Planning for Retirement

Offered By: LinkedIn Learning

Tags

Retirement Planning Courses Financial Planning Courses

Course Description

Overview

Learn what you need to know to prepare adequately for retirement.

Syllabus

Introduction

Maximizing your retirement

1. Are You Ready to Save for Retirement?

Checklist before saving
Balancing saving with other goals
What does retirement look like?

2. Retirement Accounts

401(k) vs. IRA for retirement
Roth vs. traditional savings accounts
Self-employed retirement accounts

3. How Much to Save for Retirement

The power of micro goals
How much to save for retirement
Are you on track for retirement?

4. Investing for Retirement

Investing basics: Stocks vs. bonds
Mutual funds and diversification
Target-date mutual funds

5. Getting Your Money Before Retirement

Rolling over retirement accounts
Early loans and withdrawals

6. Retirement Income

Retirement account withdrawal rate
Will you get Social Security?
How do pensions work?

Conclusion

Start considering retirement

Taught by

Natalie Taylor and Madecraft

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