Day 58

Lesson Objectives

  • Evaluate investment alternatives: money markets, bonds, single stocks, mutual funds, annuities, and real estate.
  • Explain the Rule of 72.
  • Identify different types of retirement plans.
  • Explain how taxes affect the rate of return on investments.
  • Understand how pre-tax and after-tax investments work.
  • Understand how the stock market works.
  • Be familiar with the various retirement account tax treatments.
  • Develop a plan for investing; describe how to buy and sell investments.

Assignment 8.2.7

  1. Make a copy of this Google Document, rename it Investment Type-(Your Initials), and move it into your Chapter 8 folder.
  2. Using the word list provide and the internet, identify the investment type based on the clues provided in each statement.

Assignment 8.2.8

  1. Make a copy of this Google Document.  Rename the document as Investment Options-(Your Initials) and move it into your Chapter 8 folder.
  2. Complete the document as directed in the document’s directions.