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
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  11. 11 RS111
    Social Security Basics: How Benefits Are Calculated
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  12. 12 RS112
    When to Claim Social Security
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  13. 13 RS113
    Pensions and Other Employer Retirement Benefits
    →
  14. 14 RS114
    Estimating How Much You’ll Need in Retirement
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  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
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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