SU Financial and Risk Considerations for Retirement Planning Memorandum

Description

Scenario

For this assignment, you take on the role of a personal retirement planner who is preparing a memo for your client. In the memo, explain to the client the financial and risk considerations that go into planning for retirement.

Instructions

Write?a?paper using the following instructions:

Describe?the?importance of?factors to consider when developing a retirement plan.?These will include age, marital status, number of dependents, health, life expectancy, and other sources of income such as social security and pensions.

Examine the relationship between risk and return and its impact on decisions about saving for retirement. Provide examples of the relationship.

Explain how risk factors (such as age and personal risk tolerance) impact the allocation of assets included in a retirement plan. Support your explanation with examples of how asset allocation changes as the risk factors change.
Analyze how fiscal and monetary policies may impact retirement plans.
Research how changes in fiscal policy and monetary policy can impact retirement savings.
This research should include how changes in policies, including interest rates, tax rates, and policies that impact savings (IRAs, 401k), can impact retirement plans.

Evaluate the implications of the time value of money with respect to saving for retirement. Support the answer with specific examples and explanations.

Use 4`sources to support your writing. Choose sources that are credible, relevant, and appropriate. Cite each source listed on your source page at least one time within your assignment. For help with research, writing, and citation, access the?library?or review?library guides.?
This course requires the use of Strayer Writing Standards. For assistance and information, please refer to the Strayer Writing Standards link in the left-hand menu of your course. Check with your professor for any additional instructions.?
The specific course learning outcome associated with this assignment is as follows:?
Determine the suitability of an investment strategy that considers external risk factors and a literature review.?

Create investment recommendations based on research that includes the rationale and risk mitigation for the chosen strategies.?

Explanation & Answer:

4 pages

User generated content is uploaded by users for the purposes of learning and should be used following our honor code & terms of service.



^{Have a similar assignment? "Place an order for your assignment and have exceptional work written by our team of experts, guaranteeing you A results."}

Our Service Charter

1. Professional & Expert Writers: Eminence Papers only hires the best. Our writers are specially selected and recruited, after which they undergo further training to perfect their skills for specialization purposes. Moreover, our writers are holders of masters and Ph.D. degrees. They have impressive academic records, besides being native English speakers.

2. Top Quality Papers: Our customers are always guaranteed of papers that exceed their expectations. All our writers have +5 years of experience. This implies that all papers are written by individuals who are experts in their fields. In addition, the quality team reviews all the papers before sending them to the customers.

3. Plagiarism-Free Papers: All papers provided by Eminence Papers are written from scratch. Appropriate referencing and citation of key information are followed. Plagiarism checkers are used by the Quality assurance team and our editors just to double-check that there are no instances of plagiarism.

4. Timely Delivery: Time wasted is equivalent to a failed dedication and commitment. Eminence Papers are known for the timely delivery of any pending customer orders. Customers are well informed of the progress of their papers to ensure they keep track of what the writer is providing before the final draft is sent for grading.

5. Affordable Prices: Our prices are fairly structured to fit in all groups. Any customer willing to place their assignments with us can do so at very affordable prices. In addition, our customers enjoy regular discounts and bonuses.

6. 24/7 Customer Support: At Eminence Papers, we have put in place a team of experts who answer all customer inquiries promptly. The best part is the ever-availability of the team. Customers can make inquiries anytime.