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Key Terms

Normal Retirement Age
Retirement Phase
Retirement Income
Social Security Benefits
Defined Benefits Plan
Defined Contribution Plans
Pension Plan
Retirement Planning
Retirement Plan
Standard of Living
Retirement Income
Health Care
Social Security Administration
Retirement Benefits
Medicare
Medicaid
Federal Insurance Contributions Act
Social Security Taxes
Medicare Taxes
Average Indexed Monthly Earnings
Normal Retirement Age
Retirement Goals
Standard of Living
Retirement Goals
Standard of Living
Retirement Planning
Pension Plan
401(k)
IRA
Roth IRA
Gross Pay
Eligibility Requirements
Investment
Tax-deferred Contribution
Tax-free
Automatic Deduction
Employer Matching
Vesting
Early Withdrawal
Required Minimum Distributions
Individual Retirement Accounts
Financial Institution
Bank
Rate of Return
Tax-deferred
Required Minimum Distributions
Qualified Withdrawals
RMD
Tax Deferral
Income Taxes
After Tax Income
Income
Tax Rate
Tax Savings
Taxable Income
Effective Tax Rate

Theme 13 - Retirement Planning

Lesson Name Interactivity
Examples Exercises Terminology
13.1 - Retirement Basics2123
13.2 - Social Security3131
13.3 - Retirement Plans1128
13.4 - 401(k)1132
13.5 - IRA and Roth IRA2123
13.6 - Retirement and Taxes1128

Screenshots

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