Learning Center
		Learning Station Home  |  Glossary

		Your Custom Course Bob Smith, based on your responses, we recommend the following articles. You don't have to read all of them at once--you can return to this page any time!				> 5-minute Guide > Custom Course > Browsing Room

		Sections
		The Value of a DC Retirement Plan
		The Importance of Planning
		The Basics of Investing
		The Ongoing Investment Process
		Investment Questions and Concerns
		Toolbox
		Making the Most of Your Future: The 5-minute Guide to Investing in Defined Contribution (DC) Plans
		What's So Great About DC Plans
		Making the Most of Your DC Plan
		Top	The Value of a DC Retirement Plan | Overview
			DC Plan Types: Rounding Up Retirement Plans
			Money Purchase Plans: A Layaway Plan for Your Future
			Profit-Sharing Plans: Spreading the Wealth 401(k)
			Plans: Match, Point, and Set
			Thrift Plans: What's in a Name?
			DC Plans Make It Easy to Save: It's Automatic | Tool
			Investing in Company Stock: Caveat Empor
		Top	The Importance of Planning | Overview
			Planning Basics: Getting Your Finances in Shape
			Disability and Life Insurance: Just in Case | Tool
			Estate Planning: Will Power | Tool
			Retirement Income Goals: How Much Is Enough? | Tool
			Inflation: Bye Bye Buying Power | Tool
			Saving for College: Lowering the Hurdle to Higher Education | Tool
			Finding Cash to Invest: More Month Than Money
			What You Can Expect From Social Security: How Big A Net?
			Individual Retirement Accounts: The ABCs of IRAs | Table | Tool
			The Traditional IRA
			The Roth IRA
			The Education IRA
		Top	The Basics of Investing | Overview
			The Time Value of Money: It's About Time | Tool
			The Tradeoff Between Investment Risk and Return: Risky Business | Tool
			Different Types of Risk
			How to Measure Risk
			The Greatest Risk of All
			Investment Options: Tools of the Trade
			Stocks: A Piece of the Pie
			Bonds: Clipping Coupons
			Cash: A Safe Place
			Other Asset Classes: Everything Else
			The Basics of Mutual Funds: The Feeling's Mutual
			Money Markets and GICs: Safety First
			Bond Funds: They're Interesting
			Stock Funds: Going for Growth
			Classifying Mutual Funds: Reading the Label
			Style Boxes for Stock Funds | Table
			Style Boxes for Bond Funds | Table
			Asset Allocation: Mixing It Up
			Foreign Investing: Send Your Money on a Trip
			Going for the Gold? Not a Good Idea
			Investment Costs: No Free Lunch
			Loads and Share classes: Load 'Em Up | Table | Tool
			Trailing Commissions: To 12(b)-1 or Not to 12(b)-1?
			Taxes and Funds: Uncle Sam's Share
			Tax-Efficient Funds: More Dollars per Gallon
			Measuring Investment Performance: Check It Out
			Mutual Fund Ratings: Stars and More
			Mutual-Fund Benchmarks: Choosing a Yardstick
			Dollar Cost Averaging: Slow and Steady
			The Indexing Question: Active versus Passive
			When and Where to Index
			Other Index Options: Beyond the S&P 500 | Table
		Top	The Ongoing Investment Process | Overview
			Investment Documents: It Pays to Read
			The Shareholder Report
			Reading a Prospectus
			How to Read a Plan Statement | Graph
			Borrowing from your Retirement Plan: Feeling Loanly? | Tool
			Learning More About Investing: Additional Resources
			Financial Advisors: Professional Help
			Investment Clubs: For Fun and Profit
		Top	Investment Questions and Concerns
			Retirement plan questions:
			How much can I contribute?
			Do I have enough to retire? | Tool
			How safe are my investments?
			What are my withdrawal options? | Table
			Should I invest in a Roth IRA or my DC plan?
			What happens if I change jobs?
			Can I withdraw money before I retire? | Table
			Should I invest or pay off my credit card?
			What should I do if . . .
			I don't have much money to invest?
			I'm close to retirement?
			I need to save for college? | Tool
			I'm worried about health-care costs?
		Top	Toolbox
			Choose from the calculators below:
			Learning Tools
			Time and Compounding
			Risk and Return
			The Inflator
			Planning Tools
			DC Plan Contributions
			Retirement Spending
			College Costs
			Salary Estimator
			Analytical Tools
			DC Plan Loans
			Investing in IRAs
			Investment Costs

	Chat with us  |  E-mail Us  |  Your Privacy  © Morningstar Associates, LLC 2001