201 - Tax-Smart Retirement Saving and Financial Planning - Late-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.
201 - Tax-Smart Retirement Saving and Financial Planning - Late-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 less than 10 years to retirement. Maximize contributions to your retirement savings before you retire. Estimate retirement income needs. Learn how to invest for inflation-adjusted lifetime income.
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.
- Estimate potential cash flow from different taxable and tax-deferred accounts.
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.