Upon completion of this module you should have an understanding of the various sources of retirement income aside from employer sponsored plans. These include both traditional and Roth IRAs, as well as annuities, mutual funds, life insurance, home equity, and postretirement employment.

About the Author

Kristen MacKenzie, MBA, CFP®, CRPC® is an associate professor at the College for Financial Planning. Kristen has over 20 years of experience in the financial services industry, both as an active financial planner and as a provider of financial education. She graduated from the University of Connecticut with a degree in economics and later received her MBA at the University of Colorado. You can contact Kristen at kristen.mackenzie@cffp.edu.

Complexity Level: Intermediate