Creating a Retirement Savings Plan
( 25 Modules )

Module #1
Introduction to Retirement Savings Planning
Overview of the importance of retirement savings planning and course objectives

Module #2
Understanding Your Retirement Goals
Identifying your retirement goals and objectives

Module #3
Assessing Your Current Financial Situation
Evaluating your income, expenses, assets, and debts

Module #4
Retirement Savings Options
Overview of retirement savings options:401(k), IRA, Roth IRA, etc.

Module #5
401(k) and Employer-Sponsored Plans
Understanding 401(k) plans, contribution limits, and employer matching

Module #6
IRA and Roth IRA
Understanding Individual Retirement Accounts and Roth IRAs

Module #7
Annuities and Other Retirement Savings Options
Exploring annuities, fixed indexed annuities, and other retirement savings options

Module #8
Retirement Savings Strategies
Dollar-cost averaging, compound interest, and other savings strategies

Module #9
Investing for Retirement
Introduction to investing for retirement, including risk tolerance and asset allocation

Module #10
Stocks, Bonds, and Mutual Funds
Understanding stocks, bonds, and mutual funds as investment options

Module #11
ETFs, Index Funds, and Other Investment Options
Exploring exchange-traded funds, index funds, and other investment options

Module #12
Retirement Account Rollovers and Consolidation
Understanding retirement account rollovers and consolidation strategies

Module #13
Catch-Up Contributions and Other Strategies
Exploring catch-up contributions, automatic enrollment, and other strategies

Module #14
Retirement Income Planning
Introduction to retirement income planning, including sustainable withdrawal rates

Module #15
Creating a Sustainable Retirement Income Stream
Strategies for creating a sustainable retirement income stream

Module #16
Long-Term Care and Healthcare in Retirement
Planning for long-term care and healthcare expenses in retirement

Module #17
Inflation and Tax Implications in Retirement
Understanding the impact of inflation and taxes on retirement savings

Module #18
Retirement Savings Withdrawal Strategies
Exploring withdrawal strategies, including the 4% rule and others

Module #19
Working with a Financial Advisor
Understanding the role of a financial advisor in retirement planning

Module #20
Retirement Savings Plan Implementation
Implementing your retirement savings plan and setting milestones

Module #21
Monitoring and Adjusting Your Plan
Regularly reviewing and adjusting your retirement savings plan

Module #22
Common Retirement Savings Mistakes to Avoid
Identifying and avoiding common retirement savings mistakes

Module #23
Retirement Savings and Estate Planning
Understanding the intersection of retirement savings and estate planning

Module #24
Retirement Savings and Tax-Efficient Strategies
Exploring tax-efficient strategies for retirement savings

Module #25
Course Wrap-Up & Conclusion
Planning next steps in Creating a Retirement Savings Plan career

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Creating a Retirement Savings Plan ( 25 Modules )

Creating a Retirement Savings Plan
( 25 Modules )