Welcome to the “Investing in Your Future with a Roth IRA” video lesson meant to provide an overview of this sometimes overlooked yet highly beneficial retirement strategy. Throughout this lesson, viewers will learn what a Roth IRA is and what benefits this retirement plan offers. On the flip side, learners will consider the various drawbacks and stipulations associated with Roth IRAs. Finally, viewers will gain a basic understanding of what to do when opening their own Roth IRA.
Overview
COURSE DIFFICULTY
COURSE DURATION
6m
Skills Learned
After completing this online training course, students will be able to:
Understand the benefits of a Roth IRA
Identify eligibility requirements for contributing to a Roth IRA
Compare Roth IRAs with traditional IRAs
Develop strategies for effective retirement planning
Evaluate investment options suitable for a Roth IRA
Individuals seeking to understand retirement savings options, Financial advisors, Beginners in personal finance
Basic understanding of personal finance concepts
01. Introduction to Roth IRAs
02. Contributions and Eligibility
03. Tax Implications and Benefits
04. Investment Strategies for Roth IRAs
05. Planning for Retirement with a Roth IRA
SKILLS LEARNED
Skills Learned
After completing this online training course, students will be able to:
Understand the benefits of a Roth IRA
Identify eligibility requirements for contributing to a Roth IRA
Compare Roth IRAs with traditional IRAs
Develop strategies for effective retirement planning
Evaluate investment options suitable for a Roth IRA
WHO SHOULD ATTEND
Individuals seeking to understand retirement savings options, Financial advisors, Beginners in personal finance
PREREQUISITES
Basic understanding of personal finance concepts
COURSE OUTLINE
01. Introduction to Roth IRAs
02. Contributions and Eligibility
03. Tax Implications and Benefits
04. Investment Strategies for Roth IRAs
05. Planning for Retirement with a Roth IRA
