Wealth Management 5

Author: Client Uploads

March 3rd, 2021

Assignment (Week 5) Read the case: Selecting Mutual Funds for Retirement Accounts (A) Download the Excel file for this exercise: Selecting Mutual Funds for Retirement Accounts (A), Exhibits, Student Spreadsheet Submit in 2 to 5-pages of analyses and answer the question: 1. How much money do you think Alice should put aside for her retirement account? Recall that the federally mandated limit for her individual contributions is $18,000 per year and that Northwestern can match her contributions up to a total contribution maximum of $54,000. Selecting Mutual Funds for Retirement Accounts (A), Exhibits, Student Spreadsheet.xlsx

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