FIN 420 ASSIST Career Path Begins/fin420assist.com FIN 420 ASSIST Career Path Begins/fin420assist.com | Page 11

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Consider your current financial plan. Based on what you have learned
about your financial goals, risk tolerance, and risk and return of
various investment options, what adjustments should you make to the
asset allocation of your investment portfolio? What specific actions do
you need to take to make those adjustments or to establish your
investment portfolio? What adjustments will you need to make to your
budget and investment portfolio to include adequate
insurance?Consider your current financial plan. Based on what you
have learned about your financial goals, risk tolerance, and risk and
return of various investment options, what adjustments should you
make to the asset allocation of your investment portfolio? What
specific actions do you need to take to make those adjustments or to
establish your investment portfolio? What adjustments will you need to
make to your budget and investment portfolio to include adequate
insurance?
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FIN 420 Week 5 Individual Problem Worksheet

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Complete the following problems:
·
Describe the two types of tax-deferred investment accounts [an
IRA, and a 401(k) or 403(b)], and contrast them with a regular taxable
investment account. What types of investments are best held in a taxdeferred account? What types are best held as taxable savings?
·
Describe the advantages to using a College Savings 529 Plan
over gifting money directly to your children in the form of a Uniform