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Introduction to The Language of Retirement Planning

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This tutorial defines a number of terms commonly used in retirement plans. It will also come in handy as you study plans in more depth.

What you will learn

  • Basic Retirement Terms
  • Common Employee Retirement Plans
  • Retirement Annuity Terms
  • Individual Retirement Account Terms
  • Retirement Plan Benefits Terms
  • Retirement Plan Tax Terms

What do you know?

Introduction to The Language of Retirement Planning

SEP IRA … 401(k) … SIMPLE. Listening to someone in Human Resources talk about your retirement plan can be like eavesdropping on an extraterrestrial! To understand your retirement planning options, it will help to learn the names and terms you will encounter.

Learning the language of retirement planning will also help you make better financial planning decisions for your retirement goals.