202 - Tax-Smart Retirement Saving and Financial Planning - Early- and Mid-Career 1 course
Participants develop a Personal Financial Plan with a step-by-step guide written by Debbie Mason, a CERTIFIED FINANCIAL PLANNER™ professional.
This course is self-paced and need not be taken all at one time. Completion time is approximately 6 hours but depends on previous knowledge and time spent viewing in-depth resources and writing a personal financial plan.
202 - Tax-Smart Retirement Saving and Financial Planning - Early- and Mid-Career
Customized for non-federal workers and retirees in business, local government, schools, and tax-exempt organizations with 401(k), IRA, SEP IRA, SIMPLE IRA, 403(b), 457(b), 401(a) plans.
Interactive, self-paced, training in financial and retirement planning for employees with over 10 years to retirement. Establish sound money management skills. Build an emergency fund. Invest early to put money and time to work. Learn how to manage money for short-term goals and invest with a long-term strategy. Maximize contributions to your retirement savings so they can grow before you need them.
Develop a Personal Financial Plan with a step-by-step guide written by Debbie Mason, a CERTIFIED FINANCIAL PLANNER professional.
- Plan a tax-smart savings strategy for 401(k), 403(b), 457(b), IRA, Roth IRA and college savings.
- Compare mutual funds and exchange-traded funds (ETF’s).
- Itemize current and planned savings.
- Calculate potential savings growth to see if you need to save more.
- Learn about the potential risks and returns of cash, bonds, stocks, and international investments.
- Learn how to balance risk and return and how to choose and allocate investments for short-, intermediate-, and long-term goals.
- Learn about rollover options to and from retirement accounts.
- Learn key estate planning steps.
Certified Financial Planner Board of Standards Inc. owns the certification mark above which it awards to individuals who successfully complete initial and ongoing certification requirements.