FINC 355 and FINC 440 Week 6
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case_study_1_-_finc_355.docxCase Study #1 is about the Johnson Estate. Mr. Johnson wants to leave some of his assets to charity, some to his wife, and some to his children. He has some assets in a traditional retirement plan, some in a Roth plan, and some in "outside" (non-retirement) investments. Which asset should he leave to which beneficiary?
The student will develop a solution(s) to the case study. The case study must have a title page and a reference page. There are no page limitations or maximums. However, there should be a minimum of three to four references.
