- Tax Planning
- Investments 1: Before you Invest
- Investments 2: Your Investment Plan
- Investments 3: Securities Market Basics
- Investments 4: Bond Basics
- Investments 5: Stock Basics
- Investments 6: Mutual Fund Basics
- Investments 7: Building Your Portfolio
- Investments 8: Picking Financial Assets
- Investments 9: Portfolio Rebalancing and Reporting
- Retirement 1: Basics
- Retirement 2: Social Security
- Retirement 3: Employer Qualified Plans
- Retirement 4: Individual and Small Business Plans
- Estate Planning Basics
Case Study #1 Answers
Calculations/Applications:
A. This is a difficult question to answer, and it mostly depends on Bill. How long is he planning to be with the company? Is he going back to graduate school soon? How portable is the plan? The answer to this question is really based on the assumptions that Bill has regarding how long he plans to stay with the company. Since a defined benefit plan generally requires you to stay for a longer period, that benefit will only be valuable if Bill is committed for a long period of time.
B. Bill can have other plans, as long as his salary is below specific IRS determined limits. Based on the information provided, he could also invest in either a Roth or traditional IRA, or if he had a small business, he could invest in any of the small business plans.
