Certificate of Completion
Retirement Planning with AI
Certificate of Completion
This certifies that
has successfully completed
Certificate of Completion
This certifies that
has successfully completed
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What You Learned
- Calculate your personal retirement savings target using AI-powered projections that account for inflation, healthcare costs, and lifestyle goals
- Analyze your current financial position with AI tools that identify gaps between where you are and where you need to be
- Evaluate different withdrawal strategies using Monte Carlo simulations and AI scenario modeling
- Design a tax-efficient retirement income plan using AI to optimize Roth conversions, Social Security timing, and account withdrawal sequencing
- Build a healthcare and long-term care funding strategy with AI cost projections for Medicare, supplements, and care needs
- Create a living retirement plan that uses AI to adapt to market changes, life events, and evolving goals over time