After completing Investing Fundamentals: Planning
the user should be able to:
 | Invest for retirement |
 | Use IRA and 401(k) accounts |
 | Choose a life insurance policy |
 | Choose disability insurance |
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Planning for Retirement
 | Retirement strategies |
 | Setting your retirement goals |
 | Can you plan on Social Security? |
 | Make your money grow and last |
 | There's no magic recipe |
Using IRAs
 | Don't pass up those retirement tax perks |
 | IRAs |
 | Roth the new IRA |
 | Rolling your IRA into a Roth IRA |
 | IRA questions and answers |
Using 401(k) Plans
 | 401(k) plans can't be beat |
 | Take charge of your 401(k) |
 | Choosing your 401(k) investment mix |
Life Insurance
 | The ABCs of life insurance |
 | Term life: the simplest way to go |
 | Decisions to make before you buy |
 | Qualifying for the best rates |
Disability Insurance
 | Disability insurance often overlooked |
 | Questions to ask before buying |
 | Different types of disability insurance |
 | Determining your benefit needs |
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This course has the following features:
 | Exercises that allow users to explore how a course topic applies to their own real-world situations |
 | A file containing the text of the exercises |
 | A glossary |
 | A Skill Assessment |
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