Financial Literacy: 401(k), 403(b), and Self-Directed IRA

Focused View

41:09

334 View

01 - Introduction

01 - Planning for the future.mp4

01:22

02 - 1. Company-Sponsored Retirement Plans

01 - How are a 401k, 403b, IRA, and pension different.mp4

05:56

02 - Never leave free money on the table.mp4

03:18

03 - IRS limits and maxing out.mp4

03:00

04 - Liquidity is your lifeline.mp4

02:03

03 - 2. Personal Retirement Plans

01 - Using an IRA plus a company plan.mp4

03:08

02 - Tax benefits of saving for retirement.mp4

04:55

03 - A quick primer on Social Security.mp4

03:52

04 - 3. Planning for the Future

01 - How much should you save.mp4

03:09

02 - When should you retire.mp4

03:12

03 - Drawing against retirement accounts.mp4

02:38

04 - How to leave a legacy with beneficiaries.mp4

02:18

05 - Conclusion

01 - Putting your plan into action.mp4

02:18

Description

You don’t need to be a certified financial planner to start saving for your future today. If you’re looking to boost your financial literacy and learn more about your options, join financial advisor Winnie Sun as she explains the basic concepts of planning for retirement, including the various plans available to choose from, such as 401(k), 403(b), IRA, pension plans, and more. Get tips on calculating your retirement income, and learn how to factor in Social Security with other sources of savings.

From company-sponsored plans to personal retirement accounts, Winnie helps demystify the real costs and benefits to give you a fair idea of what’s possible. By the end of this course, you’ll be prepared to make an informed decision about the options that work best for you.

More details

User Reviews

Rating

average 0

Total votes0

Focused display

Financial Accounting

Financial Statement

Financial Analysis

Linkedin Learning

View courses Linkedin Learning

LinkedIn Learning is an American online learning provider. It provides video courses taught by industry experts in software, creative, and business skills. It is a subsidiary of LinkedIn. All the courses on LinkedIn fall into four categories: Business, Creative, Technology and Certifications. It was founded in 1995 by Lynda Weinman as Lynda.com before being acquired by LinkedIn in 2015. Microsoft acquired LinkedIn in December 2016.