Retirement Planning and Retirement Accounts (401k, Roth IRA, etc.)

We are ready to come full circle and end at the beginning of our class. Do you remember the future value exercises from chapter 1? We learned that a small amount invested prudently and consistently over our working careers can build into an impressive amount of wealth. In the past three chapters, we learned the major investment alternatives that are available to us.

In this our final chapter, we focus on the various types of tax-qualified retirement account such as the 401k, 403b, and Roth IRA. As we will see in the presentation, the news is good and bad. Younger adults in their 20's and 30's have the opportunity to build a substantial retirement nest egg. However, if they choose not to invest or make very bad investment decisions, such as panicking when the markets fall, they have the opportunity to not have a substantial retirement nest egg. As always, we wish you the best of success and will do everything possible to give you the tools necessary to be part of the first group!

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Speaking of retirement, the Baby Boomer generation's passage into retirement mode is in full swing. There are significant issues that we as a society are having to deal with. See you in our next presentation, The Baby Boomer Generation Retirement Time Bomb! (I know. It sounds scary but it really is not as bad as it sounds.)