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Get assignment solution or answer for "The final project is to solve the following case. Two partsI. Part One (Accumulation Period)A 55-year-old man wishes to retire..."

Personal Financial Plan Problems & Solutions (Finance & Investments Course Help)

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Archive Solution #25

The final project is to solve the following case. Two parts

I. Part One (Accumulation Period)

A 55-year-old man wishes to retire in 10 years at 65 years of age. He is going to die at age 90

He currently spends $50,000 a year for living expenses. 

He currently has $500,000 to invest and wants to have $1,000,000 when he retires.

He does not want to add any more money to the portfolio.

Make sure your report answers the following 

Is this an attainable goal?

What average annual rate of return will he have to achieve his goal?

Put together a diversified portfolio of stocks and bonds which would accomplish this.

Include Large cap, Mid-cap, small cap, International, and bond mutual funds or ETFs.

Provide the percentage/dollar amount you recommend of each of these 

Provide the specific ETF or mutual fund you will use in each of the above. (remember to use 10 year return numbers for your fund and or ETF decision.

Also assume there is a 1% fee for investment and advisory service.

II. Part 2 (Distribution Phase)

If his goal is to maintain his current standard of living based on a 3.5% inflation factor how much will he have to withdraw on an annual basis to meet his expenses?

Assuming he will keep the money invested will your portfolio provide him the needed funds over his lifetime?

What will be the balance if any in his portfolio at death?

Based on the fact that he doesn't care if he is out of money at death would you recommend any changes in the risk of his portfolio at retirement. more risk? or less risk?

What potential risks and concerns do you see with this plan?

Add any other factors, suggestions that you feel should be considered.

Release Date: April 21, 2020

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