Introduction to Individual Retirement Planning

List the skills that a pension student has learned regarding individual retirement planning

Compare simplified employee pensions (SEPs) to qualified plans, and identify when a SEP is a good alternative to a profit-sharing plan

Explain how the adoption agreement can help facilitate the plan design process

Calculate the portion of Social Security benefits that is subject to tax

Retirement Needs Analysis: The Assumptions

Describe the replacement-ratio approach for determining the income needed in the first year of retirement

Discuss the methods that can be used for establishing a savings schedule

Describe housing alternatives, including age-restricted housing and life-care communities

Distributions from Retirement Plans—Part I