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Day 60

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 8.2.12

  1. Make a copy of this Google Document.  Rename the document to Rule of 72-(Your Initials) and move it into your Chapter 8 folder.
  2. Complete the document based on the directions within it.

Assignment 8.2.13

  1. Make a copy of this Google Document.  Rename it to Comparing Investments-(Your Initials) and move it into your Chapter 8 folder.  Complete the document as directed within the document.
  2. Update your investments from Day 54.  Fill in column G with today’s updated close pricing to see where your investment is at as of today.
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