> Complete the investment chart based on the facts given for each situation. Assume each person is following Dave's advice of investing 15% of their annual household income. Remember to follow the sequence of contributions recommended in the lesson. Joe > INVESTMENT > Melissa Tyler & Megan Adrian David & Britney Brandon Chelsea ANNUAL SALARY $40,000 $55,000 $105,000 $111,000 $150,000 $35,000 $28,000 COMPANY MATCH 1:1 up to 5% 1:2 up to 6% No Match 1:1: up to 3% No Match 2:1 up to 6% No Match Joe will take advantage of the company match (5% of salary) then put the rest in a Roth IRA. > Melissa will fund the 401(k) up to the match and put the remainder in her Roth. 401(K) ROTH IRA > Tyler & Megan can each fund a Roth, then put the remainder in the 401(k). With no match, fund the Roth first (based on 2011 contribution of $5,000 per individual). rian not eligible to open a Roth IRA because he makes too TOTAL ANNUAL INVESTMENT uch money. He will put his entire 15% into his 401(k). David and Britney are still within the guidelines for a married couple (based on 2011 contribution of $5,000 per individual). After maxing out the IRA, they will fund the 401(k). Brandon will fund his 401(k) up to the match, then put the remainder in his Roth. > Chelsea will fund her Roth IRA.

Cerpplete the investment chart based on the facts qiven for each situation. Acsume each person is iollowing Daverh advico of ifvesting 15% of their annual household inceme. Remsember to follow the sequence of centributices recominended in the lescon - Joe wil take advantage at the cempany match (5% of salary) then put the rest in a Roth IRA. - Melissa will fund the 401(k) up to the match and put the remainder in her Roth. - Jylor 2 Megan can each fund a Roth, then pot the remaindor in the 491(k With no match, fund the Roth lirst Ibased on 2011 contribution of $5,000 per individuall - David and Britney are stall within the guidetines fer a marned couple fbased on 2011 centributicn of $5,000 ger individeall. Atser maning out the IPA, they wll fund the 401k}. w. Erandon will fund his 401k vp to the match, then put the remainder in his Parh. - Chelsea will fund hor Roth iRA