Investment Management: Dr. & Mrs. Mason’s Retirement Objectives

Order Description

Project Requirements:

You and your fellow partners are to present a proposal that specifically meets the retirement investment objectives of the Masons listed below. Your proposal should be from 4 ? 6 pages double spaces, Times Roman 12 pt. In addition, your team should include a cover page listing each member of your team and a separate list of any references used in preparing the proposal. The proposal must follow APA rules in structure and presentation.

Dr. & Mrs. Mason?s Retirement Investment Objectives:

1.Provide $65,000 of withdrawals from the investment account each year. This amount will be in addition to the university pension and Social Security received each year.

2.Minimize income tax.

3.Include at least three types of investments.

4.Provide for active management of the portfolio with an annual fee of 1% – 1 ?% of value in the investment portfolio.

5.Provide an annual growth after all withdrawals and fees of 4% – 5%.

6.Provide funding for the six grandchildren?s education that will total $40,000 each when they reach the age of 18.

7.Provide for a continuing scholarship at the local university in the amount of $5,000 per year.

I want an 1 excel spread sheet then 5 pages for the coursework.