[RT103] Understanding Retirement Accounts in the US

[RT103] Understanding Retirement Accounts in the US

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[RT103] Understanding Retirement Accounts in the US

[RT103] Understanding Retirement Accounts in the US

$0.00
A practical, instructor-led course that explains retirement accounts as tax-advantaged containers for long-term savings and covers employer-sponsored plans (including 401(k) basics and employer matching), Traditional vs. Roth IRAs and their tax implications, retirement saving options for small business owners and the self-employed, contribution limits and withdrawal rules, and technology tools to support planning. Content and priorities follow the provided guideline materials on tax treatment, account comparisons, small-business options, contribution limits, withdrawal rules, and planning tools .

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