Course curriculum

    1. Welcome

    2. Meet Elaine

    3. Stuff You May Need

    1. What If I Don't Want to Retire?

    2. What Should My Goals Be?

    3. How Should I Balance Saving With Other Options?

    1. What Are My Options?

    2. What Are the Annual Limits?

    3. Option 1 - Employer-sponsored Plans

    4. Option 2 - IRAs

    5. Option 3 - SEP-IRA

    6. Option 4 - SIMPLE

    7. Option 5 - Solo 401(k)

    8. How Do I Choose?

    1. Where Do I Start a Plan?

    2. How Do I Invest?

    3. What Do I Do Next?

    1. Wrap-Up

    2. Stuff You Might Need (Again)

    3. Chat with Elaine

About this course

  • $40.00
  • 20 lessons
  • 5 retirement plan options
  • 1 Planning worksheet

Plan for your next phase now