Wednesday, 22 April 2015

A client needs assistance with retirement planning.

A client needs assistance with retirement planning. Here are the facts


 The client, Dave is 21 years old. He wants to retire at 65.

 Dave has disposable income of $2,000 per month.

 The IRA Dave has chosen has an average annual of 8%


If Dave contributes half of his disposable income to the account, what will it be worth at 65? How much would he need to contribute to have $5,000,000 at 65?



A client needs assistance with retirement planning.

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