Retirement
Explore your retirement starting point, income sources and spending needs, then learn about Social Security, workplace plans and IRAs. Use a retirement needs calculator to understand planning assumptions, and build your knowledge of investing and market analysis.
Level 1 · 4 chapters
Retirement plan
Find your retirement starting point, identify income sources and estimate spending. Explore Social Security benefits and claiming ages, workplace plans and employer matching, and traditional and Roth IRAs.
Am I late for retirement preparation?
How does Social Security support me?
How can I use a workplace plan?
How can I save with an IRA?
Level 2 · 7 chapters
Investing foundations
Learn about compound interest, inflation, stock ownership, bonds, mutual funds and ETFs. Explore stock exchanges and investment risk, then meet Benjamin Graham and learn about the margin of safety and value investing.
How does investing work?
Why does time matter?
What does it mean to buy a stock?
What can you buy besides stocks?
Where does investing happen?
How can you assess investment risk?
What did Benjamin Graham teach?
Level 3 · 7 chapters
Market analyses
Explore stock price changes, market cycles and indices. Compare investing styles, read financial statements and consider research sources. Learn about John Bogle, investment costs and investor-first ethics.
Why does a stock's price change?
Why does the whole market swing?
What do market indices measure?
Which investing style fits you?
Is a company financially sound?
Where can you find reliable data?
How did Bogle change investing?
Nevlin is an educational platform only. We do not provide investing or financial advice. Trading and investing involve risk, including the possible loss of capital. Users are solely responsible for their financial choices.
Questions about Retirement
Who is this course for?
The opening lesson welcomes learners at different ages, including 20, 40 and 60.
Does the course cover US retirement planning?
Yes. The retirement planning level covers Social Security, workplace retirement plans and IRAs, including employer matching and traditional versus Roth IRAs. The opening example follows an American worker with savings in a 401(k).
Will I use a retirement calculator?
Yes. You’ll use a retirement needs calculator to explore how savings and planning assumptions affect estimated retirement needs.
What comes after the retirement planning level?
The course continues with Investing foundations and Market analyses. These levels cover topics such as compounding, investment types, risk, market indices, investing styles, company financial statements and research sources.
Not sure which path is yours?
You’re welcome to explore all four courses or take the introductory quiz for help finding a starting point.
Explore the concepts behind long-term saving in more depth. Explore the investing course.