tailieunhanh - Lecture Personal finance - Chapter 14: Planning for retirement

Chapter 14 recognize the importance of retirement planning, and identify the three biggest pitfalls to good planning; estimate your income needs in retirement and the level of retirement income you’ve estimated from various sources; explain the eligibility requirements and benefits of the Social Security program;. | PFIN 4 Planning for Retirement 14 Copyright ©2016 Cengage Learning. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part. GITMAN/ JOEHNK/ BILLINGSLEY Copyright ©2016 Cengage Learning. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part. Recognize the importance of retirement planning, and identify the three biggest pitfalls to good planning Estimate your income needs in retirement and the level of retirement income you’ve estimated from various sources Explain the eligibility requirements and benefits of the Social Security program LEARNING OUTCOMES PFIN4 | CH14 Copyright ©2016 Cengage Learning. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part. Differentiate among the types of basic and supplemental employer-sponsored pension plans Describe the . | PFIN 4 Planning for Retirement 14 Copyright ©2016 Cengage Learning. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part. GITMAN/ JOEHNK/ BILLINGSLEY Copyright ©2016 Cengage Learning. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part. Recognize the importance of retirement planning, and identify the three biggest pitfalls to good planning Estimate your income needs in retirement and the level of retirement income you’ve estimated from various sources Explain the eligibility requirements and benefits of the Social Security program LEARNING OUTCOMES PFIN4 | CH14 Copyright ©2016 Cengage Learning. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part. Differentiate among the types of basic and supplemental employer-sponsored pension plans Describe the various types of self-directed retirement plans Choose the right type of annuity for your retirement plan LEARNING OUTCOMES (continued) PFIN4 | CH14 Steps in Retirement Planning Copyright ©2016 Cengage Learning. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part. Describe: Things a person wants to do in retirement Standard of living that is hoped to be maintained Level of income wished to receive Retirement goals PFIN4 | CH14 Role of Retirement Planning Copyright ©2016 Cengage Learning. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part. Formulating an investment program Creating a savings plan in which a certain amount of money is saved each year Identifying the investment vehicles that will meet the retirement needs Tax planning Maximizes the accumulation of retirement funds PFIN4 | CH14 Pitfalls in Retirement .

• Tài chính doanh nghiệp
• Personal finance
• Lecture Personal finance
• Financial planning process
• Financial plans
• Planning for retirement
• Retirement planning
• Focus on personal finance
• Financial skills
• Personal financial planning
• Financial planning
• Financial decisions
• Money management skills
• Money management
• Personal financial statements
• Personal financial process
• Financial goals
• Financial statements
• Personal balance sheet
• Personal financial
• Lecture Personal financial planning
• Characteristics of finance
• Finance tools
• Consumer credit
• Finance charge
• Protecting your credit
• Household finance
• Household structure
• Financial plan
• Calculate taxable income
• Calculate taxes owed
• Financial services
• Payment account
• Payment services
• Closed end credit
• Smart cards
• Consumer purchasing strategies
• Practical purchasing strategies
• Implied warranty
• Financing housing
• Rental activities
• Home buying process
• Automobile insurance
• Insurance company
• Insurance program
• Disability income insurance
• Health insurance sources
• Life insurance
• Stock life insurance companies
• Investing basics
• Evaluating bonds
• Investment program
• Investing in stocks
• Preferred stock
• Evaluate stock investments
• Common stocks
• Investing in mutual funds
• Mutual fund
• Open end funds
• Estate planning
• Starting early
• Tax sheltering
• Income taxes
• Taxable income
• Managing cash
• Purchasing decisions
• Rental option