After completing Investing Fundamentals: Planning the user should be able to:

	Invest for retirement
	Use IRA and 401(k) accounts
	Choose a life insurance policy
	Choose disability insurance

Planning for Retirement

	Retirement strategies
	Setting your retirement goals
	Can you plan on Social Security?
	Make your money grow and last
	There's no magic recipe

Using IRAs

	Don't pass up those retirement tax perks
	IRAs
	Roth — the new IRA
	Rolling your IRA into a Roth IRA
	IRA questions and answers

Using 401(k) Plans

	401(k) plans can't be beat
	Take charge of your 401(k)
	Choosing your 401(k) investment mix

Life Insurance

	The ABCs of life insurance
	Term life: the simplest way to go
	Decisions to make before you buy
	Qualifying for the best rates

Disability Insurance

	Disability insurance — often overlooked
	Questions to ask before buying
	Different types of disability insurance
	Determining your benefit needs

This course has the following features:

	Exercises that allow users to explore how a course topic applies to their own real-world situations
	A file containing the text of the exercises
	A glossary
	A Skill Assessment