Question: Complete a pension commutation analysis in Naviplan. Based on your analysis, answer the following questions: What is Beatrice's life expectancy? What is Beatrice's current net
Complete a pension commutation analysis in Naviplan.
Based on your analysis, answer the following questions:
- What is Beatrice's life expectancy?
- What is Beatrice's current net worth as of today?
- What is Beatrice's cash flow surplus expected to be for 2022?
- Should Beatrice remain a member of her company's pension plan or commute her pension? Support your answer with three clear and specific reasons.
- Identify three specific recommendations you would provide to Beatrice (outside of whether to commute her pension or not).
- How much money will Beatrice's favourite charity receive upon her death if she lives until her most conservative life expectancy?
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