Information for the retirement planning

Assignment Help Financial Management

Reference no: EM131551194

For this assignment: Choose a person you know to interview about their retirement or use yourself as the subject (tip: you have collected some information for the retirement planning assignment). Learn about the person's retirement accounts, the investment instruments in the accounts, how and when the person first started saving for retirement, and contribution/withdrawals from the accounts. Learn about their plans, how much they need, when they plan on retiring, and any other information you may consider relevant for this exercise. Based on this information, serve as a financial adviser and create an asset allocation graph or table and develop a written report explaining why you recommend that strategy (Tip: include information on risk tolerance, expected return, costs, and any other relevant information from the investing, retirement or other chapters).

Reference no: EM131551194

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