Assignment Requirements
Read Mini cases, create an excel file for each and make calculations.
Start with university needs for the children, using end payments each month then make sure parents get retirement income, make sure to transfer as much money on tax free or tax deferred accounts, don’t forget tax exemptions for real estates and other opportunities to save tax and mention everything in the final report. It should be 3 pages long approximately, I am paying for an extra page but you don’t need to use it. Use basic language and do not come up with too complicated tricks to increase money. If some objectives are not met, prioritize and just state why.
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