AccountingFinanceFirst GenerationLow IncomeManagement & General Business

Financial Literacy: 401(k), 403(b), and Self-Directed IRA

You don’t need to be a certified financial planner to start saving for your future today. If you’re looking to boost your financial literacy and learn more about your options, join financial advisor Winnie Sun as she explains the basic concepts of planning for retirement, including the various plans available to choose from, such as 401(k), 403(b), IRA, pension plans, and more. Get tips on calculating your retirement income, and learn how to factor in Social Security with other sources of savings.

From company-sponsored plans to personal retirement accounts, Winnie helps demystify the real costs and benefits to give you a fair idea of what’s possible. By the end of this course, you’ll be prepared to make an informed decision about the options that work best for you.

Login to LinkedIn Learning