Bonus Case Study

  • Due Nov 30, 2017 at 11:59pm
  • Points 0
  • Questions 9
  • Available until Nov 30, 2017 at 11:59pm
  • Time Limit None

Instructions

Bonus Case Study Instructions:

1.  Read the case in Ch. 15 beginning on pg. 883 and provide a write up of the case answers no later than November 30, 2017 at Midnight.

2.  You will enter your Case Study answers online through Canvas here.

3.  However, I will be also be reviewing your work. So, you will also need to submit (via document upload to Canvas).   This will be provide you with feedback and to award particial credit.

4.  You will need to upload your supporting documents through Canvas.  

 

Any Case Study Submitted without the matching document upload will not be graded. 

 

The items sets cover a fairly broad range of topics from Retirement Planning. They are designed to help reinforce some of the key topics from the book.  Some of the item sets will require that the students find the information necessary to answer the questions. For example, there are no life expectancy factors included in the item sets. To calculate minimum distributions, students will have to choose the correct table and the correct age.

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