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

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

With Winnie Sun Liked by 202 users
Duration: 41m Skill level: Beginner Released: 8/31/2022

Course details

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.

Skills you’ll gain

Earn a sharable certificate

Share what you’ve learned, and be a standout professional in your desired industry with a certificate showcasing your knowledge gained from the course.

Sample certificate

Certificate of Completion

  • Showcase on your LinkedIn profile under “Licenses and Certificate” section

  • Download or print out as PDF to share with others

  • Share as image online to demonstrate your skill

Meet the instructor

Learner reviews

4.8 out of 5

217 ratings
  • 5 star
    Current value: 177 82%
  • 4 star
    Current value: 35 16%
  • 3 star
    Current value: 5 2%
  • 2 star
    Current value: 0 0%
  • 1 star
    Current value: 0 0%

Contents

What’s included

  • Practice while you learn 2 exercise files
  • Test your knowledge 3 quizzes
  • Learn on the go Access on tablet and phone
  • Stay up to date Continuing Education Units

Similar courses

Download courses

Use your iOS or Android LinkedIn Learning app, and watch courses on your mobile device without an internet connection.