How should individuals approach saving for retirement through individual retirement accounts and employer sponsored programs?
How should individuals approach saving for retirement through individual retirement accounts and employer sponsored programs?
This case helps individuals learn about the difference between individual retirement accounts and employer sponsored retirement programs like 401 (k) programs. It presents the retirement planning questions of a new employee including the pros and cons of both types of retirement accounts as well as other important considerations when making a retirement plan including investment options and expense and fee structures. This case asks students to answer a series of questions about retirement planning.