1. Whats Next for Your Personal Financial Plan? Survey local businesses to determine the types of retirement...

Question:

1. What’s Next for Your Personal Financial Plan?

Survey local businesses to determine the types of retirement plans available to employees.

Talk to representatives of various financial institutions to obtain their suggestions for IRA investments.

Purpose: To compare benefits and costs for different retirement plans: 401(k), 403(b), 457, IRA, Roth IRA, SEP IRA, etc.
Financial Planning Activities: Analyze advertisements and articles, and contact your employer and financial institutions to obtain the information requested below. This sheet is also available in an Excel spreadsheet format in Connect Finance.
Suggested Websites: www.aarp.org, www.financialengines.com

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