Week 6 Finance 355 and 430

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homework_7.7.14.docx

Finc 430:

Discussion:

· Research a publicly traded company and review their most recent 10K report, or their prior year’s annual report and select one interesting item  on the income statement and lets' discuss. (250 words)

Finc 355:

Discussion:

· Discuss one of the following:  (1) How the Affordable Care Act is impacting/complicating retirement planning; (2) How Medicare (A, B, ...) will fit into your retirement plan;  OR (3)  How to handle a gap in health care coverage if you retire without health care, or postponed health care benefits. (350 words)

· Discuss one of the issues in planning to leave your Traditional IRA,  Roth IRA, 401(k) or other defined contribution plan to your Spouse, unmarried Partner, Child(ren) or Charity.,Keep in mind "ownership", "beneficiary" (primary, alternate), taxes &  RMD (required min disbursements) for both you, your estate, and the one to whom you are leaving it.

Quiz 6- separate attachment