The writer is very fast, professional and responded to the review request fast also. Thank you.
Part IV – Asset Allocation, Applied.
You have a traditional IRA with $500,000 in it. You expect to add $800 to it each month from here until you retire (30 years from now). Decide how you are going to allocate the funds you have and the funds you will contribute in the future. Write up a description/justification of this decision and compute what your total costs will be (both one time costs, and recurring). You can invest in any securities available within an IRA, including stocks, mutual funds, ETF’s, bonds, bond funds, options, and any other asset you can access through a brokerage account (i.e., it is available as an option on E-trade). You can short or buy on the margin if you want. Also choose a brokerage account to manage your IRA and look up the fees associated with it.
Helpful resources you may want to consider:
http://finance.yahoo.com
http://apps.finra.org/fundanalyzer/1/fa.aspx
http://www.sec.gov/answers/mffees.htm#salesloads
1. How much money you will put in each selection now, and how much you plan to put in each asset in the future. Since the contribution amounts are known, give these amounts in dollars. Be sure to provide the name of each asset and an identifier (like a ticker) that I could use to look it up.
Show more
Delivering a high-quality product at a reasonable price is not enough anymore.
That’s why we have developed 5 beneficial guarantees that will make your experience with our service enjoyable, easy, and safe.
You have to be 100% sure of the quality of your product to give a money-back guarantee. This describes us perfectly. Make sure that this guarantee is totally transparent.
Read moreEach paper is composed from scratch, according to your instructions. It is then checked by our plagiarism-detection software. There is no gap where plagiarism could squeeze in.
Read moreThanks to our free revisions, there is no way for you to be unsatisfied. We will work on your paper until you are completely happy with the result.
Read moreYour email is safe, as we store it according to international data protection rules. Your bank details are secure, as we use only reliable payment systems.
Read moreBy sending us your money, you buy the service we provide. Check out our terms and conditions if you prefer business talks to be laid out in official language.
Read more