1. Chapter 15 Retirement and Estate Planning
MYPF CHAPTER 15
13-SEPT-2001
Chapter 15 Retirement and Estate Planning
Planning for Retirement
Saving for Retirement
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2. Lesson 15.1 Planning for Retirement
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3. Defining Your Retirement Needs
How much income do you need?
Keep the house or move?
What type of investment strategy?
What type of insurance?
How do you beat inflation?
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4. Estate Planning Tools
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5. Wills
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6. Taxation of Estates
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7. Lesson 15.2 Saving for Retirement
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8. Personal Retirement Accounts
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9. Individual Retirement Accounts (IRAs)
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10. Employer-Sponsored Retirement Plans
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11. Government-Sponsored Pension Plans
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