eLearning for Retirees

Learn. Create a Plan. Shape your Financial Future.

Interactive Financial eLearning

Interactive financial eLearning courses that help you develop practical money management, investing, and retirement planning skills so you can make informed financial and retirement planning decisions. Courses are always current for tax laws, returns, tax-smart saving plan rules. Courses are customized for U.S. government (Federal) and Non-Federal retirees with their different tax-smart retirement savings plans.

You can create personal action plans tailored to your goals with guides provided by Debbie Mason, a Certified Financial Planner™ professional.

Retirement Savings Plans Plan Retirement Cash-Flow
retiree icon
More Than Online Videos

What makes Dmason Financial Different?

Every interactive eLearning program is designed to help you build practical financial skills through engaging planning exercises and trusted resources.

Interactive eLearning

Interactive eLearning

Learn by doing by entering your personal goals and savings into worksheets and calculators.

Financial Plan

Create Your Plan

Complete plan steps throughout each course and finish with your personal financial action plans.

Resources

Lifelong Resources

Continue learning with helpful references and trusted websites you can return to at any time.

Confidence

Financial Confidence

Develop practical money management and investing skills so you can make informed financial decisions.

Read More
Money Management Programs

Choose your eLearning Course

To improve your financial knowledge and money management

Money with shining lightbulb

Be Money Smart

Build strong money skills.

  • Budgeting
  • Emergency Funds
  • Credit and Debt
  • TSP and IRA Basics

Make your plan with a step-by-step guide.

Learn More and Enroll
emergency

Build your Rainy-Day Fund

Prepare for life’s unexpected disasters.

  • Saving, spending, debt
  • Safe savings options
  • Emergency fund use
  • Savings withdrawal without loss

Build your fund with a step-by-step guide.

Learn More and Enroll
TSP planning graph

Plan Your TSP Strategy

Compare and choose tax-smart savings.

  • Choose TSP, Roth TSP, IRA, Roth IRA
  • Tax-smart TSP contribute & withdraw
  • Potential savings growth
  • Compare monthly payments (after taxes)

Make a TSP plan with a step-by-step guide.

Learn More and Enroll
Retirement Systems

Non-Federal Courses — Customized for these Savings Plans

For-Profit Companies & Sole Proprietors

401(k) Enterprise Individual 401(k) SEP IRA SIMPLE IRA

Government, Education, & Non-Profits

403(b) Healthcare & Academic 457(b) State & Local Gov 401(a) Agencies

Federal Courses — Customized for Thrift Savings Plan (TSP) along with 401(k)s and IRAs.

U.S. government and military retirees

Federal Thrift Savings Plan (TSP) Individual 401(k) IRAs
Retirement Cash Flow Planning

Choose Your Retirement eLearning Course

Select your course to improve your retirement cash flow.

Money with shining lightbulb

Be Money Smart

Build strong money skills.

  • Budgeting
  • Emergency Funds
  • Credit and Debt
  • Tax-smart saving and IRA Basics
  • Improve financial records.

Make your plan with a step-by-step guide.

Choose your Course to Learn More and Enroll

For Federal Retirees For Non-Federal Retirees
retiree icon

Retired? Tax-Smart Investment
and Cash Flow Planning

Have more after-tax money to spend.

  • Create a tax-smart retirement cash flow plan.
  • Transfer assets efficiently to heirs.
  • Plan tax-smart withdrawals from TSP, IRA, etc.
  • Determine a safe spending rate for retirement savings..
  • Determine if Roth conversions would benefit you.
  • Learn how to invest for inflation-adjusted investment income..
  • Make your financial/retirement plan with a step-by-step guide.

Make your plan with a step-by-step guide.

Choose your Course to Learn More and Enroll

For Federal Retirees For Non-Federal Retirees

Start now to improve your financial future

View individual eLearning for: U.S. Government | U.S. Military | Business, Local Government, Schools, Tax-Exempts | Retirees