Optimizing Your 401k with Microsoft Excel 365
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Duration: 1h 8m | Video: .MP4 1280x720, 30 fps(r) | Audio: AAC, 44100 Hz, 2ch | Size: 657 MB
Genre: eLearning | Language: English
In "Optimizing Your 401k with Microsoft Excel 365", you will learn simple, yet highly effective methods for monitoring and analyzing the performance of your 401k retirement plan. You will also learn several approaches for using these analysis results to build your own investment strategy.
This course is NOT designed for financial professionals, math wizards or computer programmers, but for the rest of us … the ones that are working hard and trying to save for retirement, but aren't always sure how to allocate our money.
By the end of this course, you will be able to use the cloud-based tools found in Excel 365 (or Excel for the Web) to build a spreadsheet customized to your company's 401k plan that draws in real time data from the internet. You will then learn strategies for allocating your retirement savings based on your spreadsheet and your own personal goals and threshold for risk.
If you're tired of feeling lost about which funds to invest in, or always seem to pick the mediocre fund in your 401k plan, this is the course for you. In about an hour, you will have an easy-to-use, real-time tool that can guide your 401k investment approach for years to come.
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