Go BackRetirement Planning: Investing

Synopsis
Retirement Planning: Investing explains the basic investment tools to use to build up savings for retirement.

Audience
This course is for anyone who is interested in investing for retirement.

Time
4 hours

Product Code: RETC02
After completing Retirement Planning: Investing, the user should be able to:
 
Use company retirement plans
Invest cash reserves
Utilize stock, mutual fund, and bond investments
Take advantage of tax strategies for investments
Allocate assets between investments

The Tools of Retirement Investing
 
Retirement planning tools
Investments
Employer benefits

Employer Investment Programs
 
Taking advantage of employer benefit programs
Profit-sharing plans
Employee savings plans
IRAs and annuities

Cash Investments
 
CDs
Money market funds
Treasury bills

Stock and Mutual Fund Investments
 
Importance of growth investments
Stocks as the investment nucleus
Advantages of mutual funds

Bond Investments
 
Role of cash and fixed-income investments
Bonds and diversification

Minimizing Investment Taxes
 
Tax-free investments
Tax-deferred investments

Allocating Your Assets
 
Risk tolerance
Investment horizon
Financial resources

Investment Strategies
 
Maximizing asset growth
Price-earnings ratios on stocks
Bond strategies
Mutual fund strategies

A typical course has the following features:
 
Exercises that allow users to practice in the real application
A file containing the text of the exercises
Simulations that allow users to practice course skills, even if they don't have access to the real application
A course index
A glossary
A Skill Assessment


 

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