Comprehensive Case Assignment #2
Alvin and Fran Jackson Case (Case #2 from your book)
1. Calculate â€œPV of retirement needsâ€ and â€œannual payment needsâ€ for three scenarios:
a. Retirement at 62 with 70% WRR
b. Retirement at 65 with 75% WRR
c. Retirement at 67 with 80% WRR
2. Calculate PV of education costs of all three children.
3. Say, the couple have decided that they will pay for the college cost as they go. Explain â€˜pay as they go and withdraw funds from the brokerage accounts and Roth IRAsâ€™. How it might work?
4. Explain their investment portfolio considering CAPM, Sharpe ratio, and Treynor performance measure analysis.
5. Explain with calculations how their plan of buying a vacation home will work?
CALCULATIONS MUST BE DONE IN EXCEL! CASE IS PROVIDED BELOW. NEED DONE IN 7 HOURS!!!