Before building your portfolio, consider the special vehicles you can use for each goal. They can make reaching that goal a whole lot easier.
For example, let the IRS and your employer lend a hand with your retirement. Both 401(k) plans and some individual retirement accounts (IRAs) allow you to save for your retirement with pretax dollars. And employers often match some or all of an employee's contribution to his or her 401(k) plan. Portfolio 202 and 203 cover the ins and outs of employer-sponsored retirement plans while Portfolio 204 delves into IRAs.
College planning has its own set of investment vehicles. Coverdell education savings accounts, 529 plans, prepaid tuition plans, and trusts can all play a part. Learn more about these options in Portfolio 210: How to Invest for College.
Craft a Portfolio for Each Goal >>