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Retirement

Retirement

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Here's how Retirement aligns with curriculum standards in Washington DC. Use the filters to change the location, set of standards, and grade level.

EARNING INCOME

Knowledge Standards

EI.K.4: Analyze the differences between sources of retirement income, including Social Security, employer-sponsored retirement plans, personal investments and continued employment earnings.

Standards
Defined by Financial Literacy Standards 9th-12th Grades and align with Retirement
Students will analyze the differences between having one or multiple sources of income in retirement.
Students will examine different potential sources of retirement income, including but not limited to Social Security, employer-sponsored accounts, 401(k) accounts, 403(b) accounts, 457(b) accounts, traditional and Roth IRA accounts, etc.

SAVING AND INVESTING

Knowledge Standards

SI.K.7: Assess how tax policies promote savings by allowing individuals to save pretax earnings or by providing tax advantages on interest earned.

Standards
Defined by Financial Literacy Standards 9th-12th Grades and align with Retirement
Students will evaluate the tax savings advantages associated with traditional IRAs (individual retirement accounts), Roth IRAs and education savings accounts.