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 ? =================================================== FIN 420 Week 5 Individual Problem Worksheet
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 ? =================================================== 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 Gift to Minor Account . What are some costs and disadvantages of 529 plans ? What types of 529 plans are available in your state ?