Questions from Personal Finance


Q: When estimating the future value of a set of annual investments,

When estimating the future value of a set of annual investments, what factors will affect the amount of funds available to you at retirement?

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Q: Explain the tax benefits of investing within a retirement account versus investing

Explain the tax benefits of investing within a retirement account versus investing outside a retirement account.

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Q: Why is it important to begin retirement planning while you are young

Why is it important to begin retirement planning while you are young?

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Q: How does your retirement age impact the amount of Social Security benefits

How does your retirement age impact the amount of Social Security benefits you will receive?

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Q: What is an employer match? Why is it important to take

What is an employer match? Why is it important to take advantage of an employer match?

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Q: What factors should you consider when deciding how to invest in your

What factors should you consider when deciding how to invest in your defined-contribution retirement fund?

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Q: How does Social Security fit into retirement planning? How does an

How does Social Security fit into retirement planning? How does an individual qualify for Social Security benefits? When do you receive benefits?

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Q: How are the retirement benefits under Social Security calculated? Describe some

How are the retirement benefits under Social Security calculated? Describe some factors that affect the amount of your benefits.

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Q: Discuss some of the concerns about the future of Social Security.

Discuss some of the concerns about the future of Social Security.

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Q: Describe how employer-sponsored retirement plans work in general.

Describe how employer-sponsored retirement plans work in general.

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