What money moves would you advise her make and what funds should she be using for...
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What money moves would you advise her make and what funds should she be using for her retirement accounts, etc? E. Marsha is 2 years from retirement. When she retires she will be getting a pension worth 60% of her annual salary of $90,000. She has saved $350,000 in a 401(k) and $70,000 in a ROTH IRA. She wants to provide money for her 2 grandkids to go to college. She still owes $40,000 on her condo h What money moves would you advise her make and what funds should she be using for her retirement accounts, etc? E. Marsha is 2 years from retirement. When she retires she will be getting a pension worth 60% of her annual salary of $90,000. She has saved $350,000 in a 401(k) and $70,000 in a ROTH IRA. She wants to provide money for her 2 grandkids to go to college. She still owes $40,000 on her condo h
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Given Marshas proximity to retirement and her financial goals here are some money moves and fund allocations that she should consider 1 Assess Retirem... View the full answer
Related Book For
Fundamentals of Cost Accounting
ISBN: 978-0077398194
3rd Edition
Authors: William Lanen, Shannon Anderson, Michael Maher
Posted Date:
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