Comparison chart for 401(k), 403(b), Social Security, pensions, Roth IRA, Traditional IRA, and annuities. In this assignment students will compare and contrast account types, when taxes are paid, who can use the account, benefits, and limitations of the account.
Have students use computers or class notes to complete the chart. Key follows in the file.
To assess learning from this activity, check out the Retirement Account Types Graphic Organizer.
Or to purchase the full lesson (PPT, 2 activities, and review) check out: Retirement Lesson
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