Course curriculum
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1
1. Saving for the Future
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Affidavit of Personal Responsibility
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1.1 Introduction
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1.2 Purpose of the Course
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1.3 Retirement Options
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1.4 Individual Retirement Accounts
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1.5 Employer-Sponsored Retirement Plans
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1.6 Annuities
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1.7 Summary
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Chapter 1 Quiz
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2
2. History of Retirement Planning in America
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2.1 Introduction
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2.2 Pension Plans and Social Security
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2.3 Birth of Modern Retirement Planning
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2.4 Economic Growth and Tax Relief Reconciliation Act
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2.5 Pension Protection Act of 2006
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2.6 Summary
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Chapter 2 Quiz
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3
3. The Need for Change
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3.1 Current Retirement Trends and Statistics
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3.2 Help from the SECURE Act
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3.3 Summary
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Chapter 3 Quiz
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4
4. Individuals
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4.1 IRA Contributions
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4.2 IRA Distribution
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4.3 Inherited IRAs and 401(k)s
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4.4 Estate Planning
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4.5 Summary
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Chapter 4 Quiz
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5
5. Businesses
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5.1 Annuities
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5.2 Annuity-Related Changes and Considerations
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5.3 Small Businesses
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5.4 Long-Term Part-Time Employees
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5.5 Other Business Changes
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5.6 Summary
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Chapter 5 Quiz
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6
6. Families
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6.1 Birth and Adoption Statistics
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6.2 Expectant Parents
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6.3 Higher Education Statistics
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6.4 Education Savings Plans
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6.5 Kiddie Tax
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6.6 Summary
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Chapter 6 Quiz
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7
7. Other SECURE Act Changes
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7.1 Additional Provisions
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7.2 Summary
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Chapter 7 Quiz
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8
8. Pros and Cons
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8.1 Overview
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8.2 Pros
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8.3 Cons
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8.4 Summary
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Chapter 8 Quiz
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9
Exam
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Final Exam
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