FIN 534 Develop and Recommend a Retirement Plan

Our papers are 100% unique and written following academic standards and provided requirements. Get perfect grades by consistently using our writing services. Place your order and get a quality paper today. Rely on us and be on schedule! With our help, you'll never have to worry about deadlines again. Take advantage of our current 20% discount by using the coupon code GET20


Order a Similar Paper Order a Different Paper

 Overview

In this assignment, you will recommend a personal retirement plan for a client that you identify. Support your recommendation to the client by explaining how the plan meets the client’s needs and mitigates risk. In addition to the required page total, include the required appendices. Required appendices may be tables, pie charts, and/or other appropriate figures.

Scenario

This week, you continue in the role of retirement planner you took on for the Week 7 assignment. You will identify a client, create a retirement plan that meets that client’s needs, and recommend the plan to the client.

Instructions

In a 5–6 page paper, complete the following:

  1. Identify a person, couple, or family for whom you are creating the plan. Describe the person, couple, or family (no name is required, but it can be you, someone else, or someone you imagine). Each of the following items is important because your recommendations must align to them:
    1. Include the factors that are important to know when developing a retirement plan (age, marital status, number of dependents, health, life expectancy, and other sources of income such as social security and pensions).
    2. Identify a desired age of retirement and retirement income (assume these were provided by the client).
    3. Describe the client’s personal risk tolerance (assume this information was provided by the client).  
  2. Develop a personal retirement plan that identifies required savings before retirement and planned savings and withdrawals before and after retirement. Support your explanation of this plan with the following appendices:
    1. Annual and monthly savings before retirement (in addition to the required page total).
    2. Annual and monthly withdrawals after retirement (in addition to the required page total).
  3. Recommend asset allocations that mitigate risk based on client’s profile, such as age, marital status, and personal risk tolerance, and based on the riskiness of the assets. Provide the following appendix to support the original and changing allocation of asset classes:
    1. Asset allocation over the life of the plan (in addition to the required page total).
Writerbay.net

We offer the best essay writing services to students who value great quality at a fair price. Let us exceed your expectations if you need help with this or a different assignment. Get your paper completed by a writing expert today. Nice to meet you! Want 15% OFF your first order? Use Promo Code: FIRST15. Place your order in a few easy steps. It will take you less than 5 minutes. Click one of the buttons below.


Order a Similar Paper Order a Different Paper