Company Retirement Plans
If you are starting to plan for retirement, or you just got your first job and you are completely confused about your company retirement benefits, you're not alone! There is no doubt that many Americans workers have trouble distinguishing between a 401k, an IRA and a Pension. There are many types of retirement plans.
Whether you don't know a thing about your retirement planning options, or if you simply can't distinguish between a mutual fund and an annuity, this the class for you. In this class a 20-year veteran of the industry and a Registered Investment Advisor, Steve Morgan will teach give you a basic knowledge of the most common retirement plans.
You will learn the questions to ask how your retirement plan and how you go about establishing each plan, funding it, and then eventually taking distributions from the plan.