Retirement Planning Strategies - CELEVI

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Chapter 1 The New Retiree 2 Topics

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Factors Impacting Retirement Planning

Chapter 2 Basics of Retirement Planning 4 Topics

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Key Areas of Retirement Planning

Defining the Retirement Need

The Retirement Plan as a Motivator

Chapter 3 Social Security 8 Topics

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History of Social Security

Basics of Social Security

Mechanics of Social Security

Social Security Earnings Test

Estimating Social Security Benefits

Taxation of Social Security Benefits

Applying for Social Security Benefits

Chapter 4 Qualified Employer Plans 5 Topics

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Defined Benefit Plans

Basics of Defined Benefit Pension Plans

Basics of Defined Contribution Plans

Types of Defined Contribution Plans

Chapter 5 401(k) Plans 17 Topics

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History of 401(k) Plans

Basics of the 401(k)

Employer’s Responsibility

Investments and Services

Investment Fees

Common Investments

401(k) Documents

Fund Management

Hardship Withdrawals

Early Distributions

401(k) Designated Roth Accounts

The Challenge of 401(k)s

Estate Planning

Chapter 6 Retirement Plans for Small Businesses and the Self-Employed 6 Topics

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HR 10 (Keogh) Plans

Solo 401(k) Plans

Chapter 7 Individual Retirement Accounts (IRAs) 12 Topics

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Setting Up an IRA

Transfers and Rollovers

Withdrawing Money from a Traditional IRA

Borrowing from an IRA

Withdrawing Money from a Roth IRA

Choosing Between a Traditional and Roth IRA

Converting Traditional IRA Funds to a Roth IRA

Choosing Between an IRA and a 401(k)

Nondeductible IRAs

Chapter 8 Retirement Investments 4 Topics

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Fundamentals of Investing

Risk and Return

Retirement Portfolio

Chapter 9 Annuities 10 Topics

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What Are Annuities and How Do They Work?

Parties to the Annuity

Fixed Annuities—Immediate and Deferred

Variable Annuities—Immediate and Deferred

Indexed Annuity

Restrictions on Annuity Withdrawals

Taxation of Annuity Income Payments

Annuity Death Benefits

Chapter 10 Retirement Plan Distributions 7 Topics

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Distributions from Defined Benefit Plans

Distributions from Defined Contribution Plans

Distributions from IRAs

Premature Distributions

Required Distributions

Chapter 11 Health Care for the Retiree 4 Topics

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Medicare Supplement Plans

Medicare Part C: Medicare Advantage Plans

About Instructor

Vivian Taylor

9 Courses

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Course Includes

12 Lessons
79 Topics

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