Assignment 2: Retirement Planning
Due Week 8 and worth 250 points
Retirement planning is very important in this economy and one can never get started too soon. For this assignment, go to the “How much will you need for retirement?” calculator, located at
http://cgi.money.cnn.com/tools/retirementneed/retirementneed_plain.html.
Insert your pertinent data to compute your retirement savings needs. Then, click the link “Get the right asset allocation,” located at
http://cgi.money.cnn.com/tools/assetallocwizard/assetallocwizard.html.
Insert your pertinent data to see the recommended asset allocation for your circumstances.
Write a four to five (4-5) pages paper that explains the results of your review of your personal situation.
The paper should include the following:
1. Report and then analyze your results of “How much will you need for retirement?”
2. Compose an asset allocation that is right for you to meet your retirement goals.
3. Analyze the risk and return issues with your retirement plan.
4. Provide the rationale for your plan and contingencies that you will have in place to make sure you
meet your goals.
The specific course learning outcomes associated with this assignment are:
- Explain how to apply various strategies in the management of financial investment portfolios in
order to optimize profits (and minimize taxes) within acceptable risks.
- Explain the mechanics of retirement plans such as IRA, Roth IRA, and 401(k).
- Use technology and information resources to research issues in investments.
- Write clearly and concisely about investments using proper writing mechanics.
QUESTIONS .
1. Report and then analyze your results of "How much will you need for retirement?"
Weight: 20%
Did not submit or
2. Compose an asset allocation that is right for you to meet your retirement goals.
composed an
3. Analyze the risk and return issues with your retirement plan.
Weight: 20%
4.- provided the rationale for your plan and contingencies that you will have in place to make sure you meet your
goals.
5. Clarity, writing mechanics, and formatting requirements
Due Week 8 and worth 250 points
Retirement planning is very important in this economy and one can never get started too soon. For this assignment, go to the “How much will you need for retirement?” calculator, located at
http://cgi.money.cnn.com/tools/retirementneed/retirementneed_plain.html.
Insert your pertinent data to compute your retirement savings needs. Then, click the link “Get the right asset allocation,” located at
http://cgi.money.cnn.com/tools/assetallocwizard/assetallocwizard.html.
Insert your pertinent data to see the recommended asset allocation for your circumstances.
Write a four to five (4-5) pages paper that explains the results of your review of your personal situation.
The paper should include the following:
1. Report and then analyze your results of “How much will you need for retirement?”
2. Compose an asset allocation that is right for you to meet your retirement goals.
3. Analyze the risk and return issues with your retirement plan.
4. Provide the rationale for your plan and contingencies that you will have in place to make sure you
meet your goals.
The specific course learning outcomes associated with this assignment are:
- Explain how to apply various strategies in the management of financial investment portfolios in
order to optimize profits (and minimize taxes) within acceptable risks.
- Explain the mechanics of retirement plans such as IRA, Roth IRA, and 401(k).
- Use technology and information resources to research issues in investments.
- Write clearly and concisely about investments using proper writing mechanics.
QUESTIONS .
1. Report and then analyze your results of "How much will you need for retirement?"
Weight: 20%
Did not submit or
2. Compose an asset allocation that is right for you to meet your retirement goals.
composed an
3. Analyze the risk and return issues with your retirement plan.
Weight: 20%
4.- provided the rationale for your plan and contingencies that you will have in place to make sure you meet your
goals.
5. Clarity, writing mechanics, and formatting requirements
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