Homework: Comprehensive Case
Alvin and Fran Jackson Case (Case #2 from your book)
• Calculate "PV of retirement needs" and "annual payment needs" for three scenarios:
o Retirement at 62 with 70% WRR
o Retirement at 65 with 75% WRR
o Retirement at 67 with 80% WRR
• Calculate PV of education costs of all three children.
• Say, the couple have decided that they will pay for the college cost as they go. Explain ‘pay as they go and withdraw funds from the brokerage accounts and Roth IRAs'. How it might work?
• Explain their investment portfolio considering CAPM, Sharpe ratio, and Treynor performance measure analysis.
• Explain with calculations how their plan of buying a vacation home will work?
Format your homework according to the give formatting requirements:
• The answer must be using Times New Roman font (size 12), double spaced, typed, with one-inch margins on all sides.
• The response also includes a cover page containing the student's name, the title of the homework, the course title, and the date. The cover page is not included in the required page length.
• Also include a reference page. The references and Citations should follow APA format. The reference page is not included in the required page length.