270 results for
401(k)
Saving & Investment Options 401k, Roth IRA, CD, Mutual Funds, Economic Webquest
Are you looking for a way for your students to learn about the various saving and investment options in the United States? This product includes all of the information they will need to know about savings accounts, certificate of deposits (CD), 401(k), Roth IRA, stocks, bonds, and mutual funds. These very important personal finance topics can be used to teach personal finance to a high school economics course.Included are questions from a variety of websites and a YouTube video focused on saving
Subjects:
Grades:
9th - 12th
Types of Investment Accounts (USA): 401k, Roth IRA, Traditional IRA, Brokerage
This high school financial literacy lesson covers all the basics of American investment accounts. Teach your students the tax benefits when investing, growing, and selling in each of the 5 accounts. Introduce ideas such as income tax, capital gains tax, and required minimum distributions. ***Updated in 2024 to include new contribution limits*** Clear and simple information about the rules and benefits of each of these 5 accounts is included.Traditional Individual Retirement AccountTraditional 4
Grades:
9th - 12th
CCSS:
Retirement Accounts - Traditional and Roth IRA, 401K, 403B
Students learn about Traditional IRAs, Roth IRAs, 401Ks and 403Bs. The lesson compares the advantages and disadvantages of each type of retirement account. There are questions requiring students to calculate the amount of income tax they would pay for a Traditional vs Roth IRA. Questions also highlight the fact that when and which tax bracket you are in when you do pay tax makes a HUGE difference in which type of account you should open.I am also licensed to prepare tax returns. One of the m
Subjects:
Grades:
8th - 12th
4. Saving for Retirement lesson plan | 401k | Roth IRA | Retirement Accounts
Teach your students about the benefits of tax-advantaged retirement accounts such as 401k, 403b, Roth IRAs, Traditional IRAs, etc. Students will plan for their retirement by calculating contributions to major retirement accounts such as 401k, 403b, & Roth IRAs. By the end of the lesson students will grasp an understanding of how to maximize their retirement savings. What's Included?3 Page Google Document Worksheet- How can I use this digitally? Watch here.9 Slide Google PresentationEverythin
Subjects:
Grades:
9th - 12th
IRA's and 401K's Lecture Slides, Note Guide, Quiz and Keys
This lesson goes over the basics of IRA's and 401K's. Goes over different types of IRA's (Traditional vs Roth) and 401K's. Includes Lecture Slides, Note Guide, Quiz and Keys.
Subjects:
Grades:
9th - 12th, Higher Education, Adult Education
Also included in: Investing Class Bundle - Slides, Note Guides, Quizes and Keys
401(k) Plans Infographic Poster/Handout
401(k) Plans Poster made for your classroom! Use for "stations" during your Planning for Retirement unit, use as a handout, or simply hang in your classroom. Poster includes sections: About, Pros, Cons, Pro Tip, and Most Popular Option.
Subjects:
Grades:
7th - 12th, Higher Education
401k Importance - Worksheet and Scenario Activities.
Students can use this worksheet activity lesson to make wise judgments regarding their financial prospects. When high school students learn about 401(k)s, they may start to make plans for their retirement and take action to ensure their financial security in later years. Furthermore, educating children about 401(k)s fosters their financial literacy and equips them to make wise financial decisions all throughout their life.
Grades:
9th - 12th, Higher Education, Adult Education, Staff
Types:
NGSS:
HS-ESS3-1
Retirement Accounts IRAs and 401k Reading Comprehension | Finance and Investment
Embark on Your Retirement Learning: Explore Individual Retirement Accounts (IRAs) and 401(k)s with our teaching resource. Empower students with insights into retirement preparedness, fostering financial literacy. Download for engaging discussions on tax advantages, employer contributions, and strategic planning for financial security.⭐ Similar Products --> Click HERE⭐ Follow Me --> Click HERE⭐ TPT Credit --> Don't forget to leave your feedback.⭐ Questions --> Email: creativeverseedu
Grades:
7th - 12th
Types:
401k Retirement Plans: A Comprehensive Guide: In-Depth DBQ with Answer Key
Upon reading the article and answering the questions, students will gain a comprehensive understanding of 401(k) retirement plans and their significance in securing a financially stable future. They will learn about the fundamental aspects of 401(k) plans, including their structure, contribution limits, and the types of plans available (traditional and Roth). Students will also grasp the importance of leveraging employer contributions effectively, understanding vesting schedules, and maximizing
Grades:
9th - 12th, Higher Education, Adult Education, Staff
Types:
Retirement Account Stories - 401(k), Pension, Traditional IRA, Roth IRA
Retirement accounts are essential to understand for personal finance, but they are boooring. I've done my best to explain the four main accounts by telling the stories of my four friends: Frank 401(k), Pennywise (Pension), Taylor (Traditional IRA), & Rihanna (Roth IRA).There is a free download for the assessment.
Personal Finance: 401(k) Plans (PowerPoint)
This is a PowerPoint presentation on 401(k) retirement accounts.The slides cover the following material: Pension, Defined-Benefit Pension Plan, Defined-Contribution Pension Plan, 401(k) plan, Mutual Fund, Internal Revenue Service (IRS), Traditional 401(k) plan, Roth 401(k) plan, and an heir.How do you use this product? These slides are not for note-taking. While you are discussing the material, the slides will provide visual images for the student to focus on. A picture is worth a thousand words
Subjects:
Grades:
9th - 12th
Types:
Personal Finance: 401(k) Plans (Notes & Questions)
These are my notes on 401(k) retirement accounts.The notes cover the following material: Pension, Defined-Benefit Pension Plan, Defined-Contribution Pension Plan, 401(k) plan, Mutual Fund, Internal Revenue Service (IRS), Traditional 401(k) plan, Roth 401(k) plan, and an heir. How do you use this product? I make copies of the notes and distribute them to the students. I then pass out the questions that go with the notes. The students must read the notes in order to answer the questions. You can a
Subjects:
Grades:
9th - 12th
(Espanol) Understanding 401(k) Plans Worksheet
Dive into the world of retirement planning with our new worksheet, 'Understanding 401(k) Plans: A Guide to Retirement Savings,' now available on Teachers Pay Teachers. This comprehensive resource is tailored for high school and college educators teaching economics, personal finance, or life skills.Our worksheet breaks down the complexities of 401(k) plans into manageable sections, complete with 12 thought-provoking questions that encourage students to engage with and understand this crucial aspe
Subjects:
Grades:
9th - 12th, Higher Education, Adult Education
Types:
Personal Finance - Your 401(K) - 10 Questions to Know - PP and Guided Notes
This PowerPoint and Guided Notes is good for helping students learn about what a 401(k) is and 10 questions you should knowThis Covers-401(k) Plan-When Can You Start to Contribute?-Are You Automatically Enrolled?-Does Your Work Match?-How Much Can You Contribute?-Can You Sign Up for Automatic Increases'?-What Investment Options Does the Plan Offer?-Is There a Roth 401(k) Option?-What are the Maintenance Costs and Fees?-What Happens if You Withdraw the Money Early?-What Happens to Your Money if Y
Subjects:
Grades:
8th - 12th, Higher Education, Adult Education
Also included in: Personal Finance - Entire Course - PowerPoint and Guided Notes - Bundle
Understanding 401(k) Plans: A Guide to Retirement Savings Worksheet
Dive into the world of retirement planning with our new worksheet, 'Understanding 401(k) Plans: A Guide to Retirement Savings,' now available on Teachers Pay Teachers. This comprehensive resource is tailored for high school and college educators teaching economics, personal finance, or life skills.Our worksheet breaks down the complexities of 401(k) plans into manageable sections, complete with 12 thought-provoking questions that encourage students to engage with and understand this crucial aspe
Subjects:
Grades:
9th - 12th, Higher Education, Adult Education
Types:
Also included in: Life Skills Bundle Resource!
Personal Finance: 401(k) Plans (Reading with Questions)
This product is a reading on 401(k) plans.The reading covers the following material: 401(k) plan, Mutual Fund, Employer Match, Traditional 401(k) plan, Roth 401(k) plan, and an heir.How do you use this product? Upload the reading and questions onto your Canvas, Google Classroom, or teaching web page. This assignment can be used as classwork or homework. It is perfect for distance learning.The work is doable, and the students will learn.This assignment has been used in my classroom for 15 years a
Subjects:
Grades:
9th - 12th
Types:
What is a 401(k) plan?
Explain why 401(k) plans are important and explain what they are in this comprehensive lesson
Grades:
9th - 12th
Types:
Traditional vs Roth 401k
Helps students learn to recognize the difference between a Traditional 401(k) and a Roth 401(k).For more free curriculum visit teachbanzai.com.
Grades:
10th - 12th, Higher Education, Adult Education
Types:
401K Plans Lesson
This 401K Plans Lesson is a comprehensive lesson to encompass your entire classroom period. Complete with not only the Lesson Plan, this also includes an Introductory Activity, Body of Lesson and an Evaluation Tool. Yes! A total of 4 pages of material to meet all your classroom needs the day you are teaching on 401K Plans.Take a look below at our other Life Skills Products!5 Day Units:Getting A Job - 5 Day UnitChecking Accounts - 5 Day UnitMoney Management - 5 Day UnitResumes - 5 Day UnitPowerPo
Grades:
9th - 12th
Types:
401k and IRA Notes
Take the time to teach your students all about 401k retirement plans and Individual Retirement Accounts (IRAs) to prepare them for life after school. In order to be successful with money, one must utilize these types of accounts to save money for retirement, so get your kids ready today with these notes!
Money Explained Episode 5 Retirement - Movie Guide - Netflix Series - 401k
Money, Explained - 2021 ‧ Documentary ‧ 1 season – TV-14A conversation about money and its many minefields, from credit cards to casinos, scam artists to student loans. S01E05 · Retirement - May 11, 2021 – 22 minutesExperts say that retiring comfortably middle-class in the United States requires more than $1 million in savings.21 questions with time stamps (2 pages) Answer Key (2 pages)
Subjects:
Grades:
9th - 12th
Types:
Also included in: Money Explained Bundle Episodes 1-5 - Movie Guides - Netflix Series 2021
Personal Finance 401K Company Match Worksheet
After teaching your students what a 401K is and how a company match works, use these five problems to help them calculate the total contributions.
Grades:
9th - 12th, Higher Education, Adult Education
Types:
Company matched 401k and your personal rate of return
Use this Interactive PowerPoint to teach students about their personal rate of return if they choose a company matched 401k or company matched Roth IRA.Students will learn the importance of saying yes to this type of investment.Students will learn the easiest investment to make for their 401k and calculate the value upon retirement using an online investment calculator.
Grades:
8th - 12th
Types:
Retirement (401k analysis)
Students use 401k calculator to find the impact early investing makes on retirement. The activity walks the students through the process step by step.
Subjects:
Grades:
12th, Higher Education
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