20 Lessons

Retirement Course

Plan for retirement with confidence, at any age or stage.

  1. 1 RS101
    Retirement Basics: Why Saving Early Changes Everything
  2. 2 RS102
    Understanding Your 401(k)
  3. 3 RS103
    Understanding Your Employer Match
  4. 4 RS104
    Traditional vs. Roth: Understanding Pre-Tax and After-Tax Retirement Accounts
  5. 5 RS105
    Individual Retirement Accounts (IRAs) Explained
  6. 6 RS106
    How Much Should You Contribute?
  7. 7 RS107
    Understanding Vesting
  8. 8 RS108
    Choosing Investments Inside Your Retirement Account
  9. 9 RS109
    Catch-Up Contributions and Saving in Your 50s and 60s
  10. 10 RS110
    Rolling Over a 401(k) When You Change Jobs
  11. 11 RS111
    Social Security Basics: How Benefits Are Calculated
  12. 12 RS112
    When to Claim Social Security
  13. 13 RS113
    Pensions and Other Employer Retirement Benefits
  14. 14 RS114
    Estimating How Much You’ll Need in Retirement
  15. 15 RS115
    The 4% Rule and Retirement Withdrawal Strategies
  16. 16 RS116
    Understanding Required Minimum Distributions (RMDs)
  17. 17 RS117
    Healthcare Costs in Retirement and Medicare Basics
  18. 18 RS118
    Retirement Account Beneficiaries and Estate Considerations
  19. 19 RS119
    Building a Retirement Income Plan
  20. 20 RS120
    Your Retirement Readiness Checklist: Putting It All Together

Ready to test what you've learned?

Take the final exam for this course. Score 80% or higher and you'll earn a downloadable certificate of completion.

Take the Final Exam