FINC 355 WEEK 8

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finc_355_case_study_2.docx

FINC 355

Case Study #2: Dr. Norma is inviting everyone she knows to send her ides for how to reduce the estate tax value of her IRA (and / or how to reduce the income tax impact of her Required Minimum Distributions).

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. 

Note: There are several recommended solutions. Your grade is based on the number of options you suggest. The more solutions you suggest and matches to the recommended solutions the higher your grade. 

(case study attached on different document)