Your Perfect Assignment is Just a Click Away

We Write Custom Academic Papers

100% Original, Plagiarism Free, Customized to your instructions!

glass
pen
clip
papers
heaphones

FIN 534 Develop and Recommend a Retirement Plan

FIN 534 Develop and Recommend a Retirement Plan

 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).

Order Solution Now

Our Service Charter

1. Professional & Expert Writers: Campus Assignment Writers only hire the best. Our writers are specially selected and recruited, after which they undergo further training to perfect their skills for specialization purposes. Moreover, our writers are holders of masters and Ph.D. degrees. They have impressive academic records, besides being native English speakers.

2. Top Quality Papers: Our customers are always guaranteed papers that exceed their expectations. All our writers have +5 years of experience. This implies that all papers are written by individuals who are experts in their fields. In addition, the quality team reviews all the papers before sending them to the customers.

3. Plagiarism-Free Papers: All papers provided by Campus Assignment Writers are written from scratch. Appropriate referencing and citation of key information are followed. Plagiarism checkers are used by the Quality assurance team and our editors just to double-check that there are no instances of plagiarism.

4. Timely Delivery: Time wasted is equivalent to a failed dedication and commitment. Campus Assignment Writers is known for timely delivery of any pending customer orders. Customers are well informed of the progress of their papers to ensure they keep track of what the writer is providing before the final draft is sent for grading.

5. Affordable Prices: Our prices are fairly structured to fit all groups. Any customer willing to place their assignments with us can do so at very affordable prices. In addition, our customers enjoy regular discounts and bonuses.

6. 24/7 Customer Support: At Campus Assignment Writers, we have put in place a team of experts who answer all customer inquiries promptly. The best part is the ever-availability of the team. Customers can make inquiries anytime.