Build a complete set of financial plan

Assignment Help Financial Accounting

Reference no: EM131713210

Instructions:

1. The assignment is to build a complete set of financial plan based on the given prompt. We are using U. S. based financial plan (retirement age requirements, roth IRA, traditional IRA, etc.).

2. This assignment is finance/math problems. You are required to present your case as details as possible with the correct calculations.

3. You are required to have appendices (graphs, etc.).

4. Please see the example as guidelines to do this assignment.

5. Use the table of content format below to build your financial plan:

Table of content:

Introduction
Income Tax Analysis
Cash Flow Analysis
Net Worth Statement
Education Funding
Retirement Analysis
Life Insurance Analysis
Estate Analysis
Disability Analysis
Long Term Care Analysis
Asset Allocation
Implementation

Assignment Files -

https://www.dropbox.com/s/itc8wkcq2c0nlws/Financial%20Plan%20Assignment%20Files.rar?dl=0

Reference no: EM131713210

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len1713210

11/9/2017 1:23:45 AM

Please be sure to inform the expert that this assignment requires calculations and report. Information provided in the attached report is general in nature and should NOT be construed as providing legal, accounting and/or tax advice. Should you have any specific questions and/or issues in these areas, please consult your legal, tax and/or accounting advisor.

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