HS 326 Video: Planning For Retirement Needs episodes:

• February 23, 201118-1 Describe the two types of funding vehicles that can be used with IRAs

  Describe the two types of funding vehicles that can be used with IRAs

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• February 23, 201118-2 Identify appropriate as well as prohibited investments in an IRA

  Identify appropriate as well as prohibited investments in an IRA

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• February 23, 201118-3 Discuss appropriate uses of IRAs and Roth IRAs

  Discuss appropriate uses of IRAs and Roth IRAs

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• February 21, 20116-0 SEPs, SIMPLEs, and 403(b) Plans

  SEPs, SIMPLEs, and 403(b) Plans

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• February 21, 20118-3 Explain the strategies for satisfying the nondiscrimination rules for defined-benefit plans

  Explain the strategies for satisfying the nondiscrimination rules for defined-benefit plans

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• February 21, 201111-4 Describe investment characteristics that are relevant in pension investing

  Describe investment characteristics that are relevant in pension investing

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• February 21, 201112-1 Identify the scope of the fiduciary rules that apply to retirement plans

  Identify the scope of the fiduciary rules that apply to retirement plans

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• February 21, 201114-2 Describe the steps for terminating a defined-contribution plan

  Describe the steps for terminating a defined-contribution plan

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• February 21, 201116-0 Equity-Based Compensation Plans: An Overview

  Equity-Based Compensation Plans: An Overview

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• February 21, 201119-8 Explain how to request information about and apply for benefits

  Explain how to request information about and apply for benefits

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