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7: Review Your Knowledge
Summarize the vesting process.
Describe various employer-sponsored retirement plans, such as a defined-benefit plan or defined-contribution plans like the 401(k), 403(b), and 457 plans.
List examples of factors that determine the amount in a defined-contribution plan.
Explain options for personal retirement plans, such as traditional IRA, Roth IRA, or Spousal IRA.
Discuss retirement plan options for those who are self-employed, such as a SEP-IRA, Solo 401(k), SIMPLE IRA, Keogh plan, or annuity.
Describe how Social Security functions.
Explain the advantage of saving for retirement early.
Identify three financial considerations during retirement.
Describe what is involved in planning an estate.
What three things should a will accomplish?
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