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Investing for Retirement: Plans and Pitfalls

An experienced broker, securities examiner, and educator shares his experiences helping others invest for retirement. General information to guide consumers on the steps required to develop a personal retirement plan including: goal setting, income sources, closing gaps, tax-advantaged resources, investing principles, procrastination, implementation, and additional resources.

David M. George serves as Investor Education Coordinator and Senior Securities Examiner with the Arkansas Securities Department. David has more than 30 years of experience in the investment industry, working in broker/dealer, compliance, and administration.

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About the Extension Foundation

The Extension Foundation was formed in 2006 by Extension Directors and Administrators. Today, the Foundation partners with Cooperative Extension through liaison roles and a formal plan of work with the Extension Committee on Organization and Policy (ECOP) to increase system capacity while providing programmatic services, and helping Extension programs scale and investigate new methods and models for implementing programs. The Foundation provides professional development to Cooperative Extension professionals and offers exclusive services to its members. In 2020 and 2021, the Extension Foundation has awarded 85% of its direct funding back to the Cooperative Extension System, 100% of funds are used to support Cooperative Extension initiatives. 

This technology is supported in part by New Technologies for Agriculture Extension grant no. 2020-41595-30123 from the USDA National Institute of Food and Agriculture and membership funding. Any opinions, findings, conclusions, or recommendations expressed in the content are those of the author(s) and do not necessarily reflect the view of the U.S. Department of Agriculture. For more information, please visit You can view the terms of useat

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