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1 defined-benefit plan what is a defined-benefit plan what is vesting what does it mean to be fully vested2
1 retirement planning decisions briefly discuss the key retirement planning decisions an individual must make2 401k
1 retirement accounts why are retirement accounts more beneficial than other investments that could be used for
1 esops discuss profit-sharing and employee stock ownership plans esops2 retirement account discuss the choices an
1 iras compare and contrast a traditional ira with a roth ira discuss the advantages of each what factors will affect
retirement funding barry has just become eligible for his employer-sponsored retirement plan barry is 35 and plans to
1 retirement funding assuming an 8 return how much would barry have if he could invest an additional 1000 per year that
iras lisa and mark married at age 22 each year until their 30th birthdays they put 4000 into their traditional iras by
ethical dilemma nancy and al have been planning their retirement since they married in their early 20s in their mid 40s
1 go to wwwsocialsecuritygovoactquickcalc enter your age in years and current total earnings for the year then select
e-activity - research a company on the internet that has required its stock within the last two 2 yearsstock
1 some people find that it is much easier to save for retirement when they request that their employer automatically
1 how much savings do you need to support yourself during retirement2 how much will you contribute to your retirement
go to one of the web sites that contain video clips such as wwwyoutubecom and view some video clips about estate
1 some people put off creating a will because they do not want to think about financial planning for their death in
1 assuming that daves marginal tax bracket is 25 by how much should his federal taxes decline this year if he
1 if dave contributes 7000 to his retirement account he will have lower cash inflows as a result how can the sampsons
1 how would stephanies estate planning decisions be different if she were a single mother of two children2 how would
1 wills what is a will why is a will important what happens if a person dies without a will 3 valid will list the
1 changing a will when would you change your will how can your will be changed2 probate what is probate describe the
1 value of estate why is it important to calculate the value of your estate periodically 10 estate planning beyond the
1 irrevocable living trust what is an irrevocable living trust2 standard family trust what is a standard family trust
1 living will what is a living will what are its implications for estate planning2 power of attorney what is a power of
ethical dilemma in the nineteenth century people traveled the country selling tonics that were guaranteed to cure all
1 go to a search engine and type in create your own will read though several of these web sites and list the pros and