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Questions and Answers of Corporate Finance

Why is it advisable to have a significant amount of a retirement portfolio invested in equity?
Explain withdrawal risk?
Name three strengths and weaknesses of annuities?
Identify the factors that will help make the decision as to whether to take Social Security early?
List the principal concerns of people in planning retirement?
Explain the relationship of life cycle theory to retirement planning?
Explain the difference between a defined benefit and a defined contribution plan?
Which plan is more likely to be attractive to a younger person, a defined benefit or a defined contribution plan?
Why do people save through qualified pension plans?
What is the principal benefit of nonqualified plans over other forms of savings?
When would a mutual fund be more attractive than an annuity?
What does capital needs analysis provide?
Marisa and Jennifer both attempted to put away $10,000 a year toward savings. Marisa used a 401(k) pension plan while Jennifer tried to do the same but was forced to pay taxes on that $10,000 in
Dawn and Mildred had the same starting sum of $120,000. Each made withdrawals of $24,000 a year. In years 2, 3, and 4, each had returns of 9 percent a year. Dawn had a 50 percent drop in year 1 and a
Kenneth was considering whether to place $10,000 in a tax-deferred annuity or a tax-free municipal bond. Assume the municipal bond returned 5 percent a year and the tax-deferred annuity 6 percent.
Elizabeth, age 62, wanted to consider the benefits of age 62 Social Security at a reduced 75 percent payout versus full payments at age 66. She could invest the monies at 5.5 percent after tax and
The investment portfolio for a defined benefit retirement plan has declined in value during a year in which most financial market investments have incurred losses. Which one of the following entities
Which one of the following statements is not true for a defined benefit plan? a. Favors older participants. b. Arbitrary annual contribution. c. Requires an actuary. d. Maximum retirement benefit of
Your client, the chief financial officer of a new company, wishes to install a retirement plan in the company in which the pension benefits to employees are guaranteed by the Pension Benefit
At the retirement planning meeting held recently, Richard and Monica were in agreement that they were well short of the money they needed for retirement at Richard's age 65. Monica said she was
State how taxes are relevant in five major financial planning areas?
Sarah had unrealized long-term capital gains and Marcy had unrealized long-term capital losses at year-end. When should each sell her shares: the current year or the next year?
Assuming that you didn't regard a stock that declined since you bought it particularly highly, why wouldn't you want to take a loss in the current year?
Why is a qualified pension plan such an attractive tax shelter?
Using the table in Example 14.13 on page 442 providing a comparison of tax-advantaged structures, explain why the qualified pension plan and the Roth IRA seem to be particularly attractive
Compare a municipal bond with a tax-deferred annuity. When would one be more attractive than the other?
Why perform tax planning?
Which is the most appropriate tax bracket to use in making investment decisions: marginal or average tax bracket? Why?
What is the difference between shifting income and transforming income?
What is clustering of expenses? Give an example of it.
Why can tax deferral be so advantageous?
Melinda earned $50,000 and paid taxes of $12,500. She would have paid $35 on the next $100 she made. Compute her average and marginal tax brackets?
Murray was in the following marginal tax brackets: federal, 35 percent; state, 7 percent; local, 4 percent. What is his total marginal tax bracket?
Sally was able to negotiate a deferral in her $8,000 bonus from December to the beginning of January. Compute the benefit of receiving the bonus in January, assuming that she is in a 30 percent
What is the annual benefit of parents gifting $300 each year to their child if the parents are in the 35 percent bracket and the child is in the 15 percent bracket?
Laurence bought a classic car for $40,000 as a business investment opportunity. He was allowed to depreciate it over 10 years and take the amount as a business tax deduction on his return. At the end
Frances donated $20,000 to a charity each year. This year she thought that, instead of cash, she would donate $25,000 of a stock that cost her $8,000. She was going to sell the shares anyway. If the
Compare a pretax $10,000 sum placed in bonds yielding 6 percent in a qualified pension with an investment in a municipal bond yielding 5 percent. The municipal bond sum deposited was made with
Your client's federal marginal tax rate is 36 percent, and the state marginal rate is 7 percent. The client does not itemize deductions on his federal return and is considering investing in a
The tax bracket and holdings of your client are as follows:Federal tax bracket = 33%* There have been no capital gains distributions.During the 12 months from June 30 last year through June 30 this
Jorge is single and owns $30,000 of stock he originally purchased four years ago for $7,000. His adjusted gross income (AGI) is $40,000. If Jorge donates the stock to his church, which of the
Richard and Monica estimated they would have adjusted gross income of $108,000 in the current year and would have exemptions of $7,900 and deductions of $25,000. Their average combined federal and
Identify five reasons for having a will?
Samantha was affluent and gave $6,000 to each of 1,000 needy individuals. Someone told her that under the uniform estate and gift tax, she would have to pay a tax. Were they correct?
Why is it preferable to donate appreciated property to a charity rather than sell it and contribute the cash?
Detail the advantages and disadvantages of setting up a trust?
Shane didn't want to establish a bypass trust with her son as remainder beneficiary even though it would reduce the tax on her estate. She said her husband might need some of the money. Is that wise?
Morris didn't understand why he should set up a bypass trust. He said that without a trust, upon his death the $6,000,000 in assets in his name could go to his wife free of estate tax. Why should he
Why is life insurance potentially useful in estate planning matters?
What are the strengths and weaknesses of a durable power of attorney?
Name the three major ways of receiving non-work-related funds from acquaintances and indicate how they should be valued?
What is a letter of instruction and why have it?
Detail the advantages and disadvantages of probate?
Identify the alternative ways of titling and transferring assets and indicate how they differ?
Shelly had just inherited money from her parents that she was considering placing in a joint account with her husband. She also was contemplating a legal separation from her husband. What advice
Howard said he wouldn't have to pay taxes on the money he inherited from his deceased father because it was under the $5.34 million threshold. He promptly withdrew the $900,000 that was in his
Why are basis and a step-up in basis important?
Sally gave $200,000 to her daughter and said, "It's yours as long as you agree to support me when I am older, if I should run out of my funds." Is that a gift? Explain.
John inherited $1 million in an IRA, which comprised the entire estate from his father, who had recently died. He promptly withdrew the funds. The appropriate marginal tax rate was 39.6 percent. Was
Sophia inherited 1,000 shares of IBM that her father's parents bought for her when she was a child. The father's cost was $2 per share at the time of purchase and $84 per share at the time of his
Henry will be giving $50,000 to each of his five children. Indicate how much of his assumed $5.34 million gift tax exemption will remain?
Maurice gave $20,000 to charity each year. He had $20,000 in stock that cost him $14,000 to buy. Assuming he is in the 23 percent marginal tax bracket for capital gains, how much will he save by
Before her death, LaDonna Kiniston, age 74, gave her three grandchildren some money for their private school education. She paid $12,000 to the school for Jake's tuition and gave a like amount to
Richard and Monica maintained their contrasting views when it came to estate planning. Even though their assets were well under the threshold for exposure to federal estate tax, he wanted to set up a
List the maturity dates for classification purposes for bonds?
Explain the separate characteristics of three prominent types of load funds?
What is an exchange-traded fund?
What are the Sharpe ratio and the alpha coefficient used for? Contrast them.
Fred compared smaller-company fund returns against the Dow Jones Industrial Average. Is that advisable? Explain.
List and explain four key steps in selecting a mutual fund?
Why are bond maturity dates important?
What is the significance of bond ratings?
List and give examples of the three types of bond risks?
Distinguish between a bond's coupon yield and a current yield?
Compare preferred shares with common shares and with debt?
Distinguish between technical analysis and fundamental analysis?
Distinguish between a dividend discount model and a price-earnings model?
How do an open-end and a closed-end mutual fund differ?
Tricontinental's bond had a liquidity risk of 1 percent, a maturity risk of 2 percent, a pure rate of return of 1.5 percent, and an inflation premium of 4.0 percent. If the expected bond yield was 17
Multicolor Corp. had an annual coupon of $60.00, a face value of $1,000, and a market value of $840. Calculate the coupon yield and the current yield?
Beth bought a bond at $800 with annual coupon payments of $40. If the bond is due in nine years and has a par value of $1,000, what is her yield to maturity under both the approximate method and the
If a bond has annual interest payments of $50 and a par value of $1,000, with six years to maturity, what is its current market value if bonds like it are currently offering a 7 percent yield?
Pamela bought a bond for $926 with a face value of $1,000 and an annual coupon of $50. If the bond matures in 18 years, what is her yield to maturity?
Y Co. has a projected dividend of $2.00, has a required rate of return of 8 percent, and is expected to grow 6 percent a year. Solve for its anticipated stock price?
X Co. has the latest 12 months' earnings per share (EPS) of $2.50, expected EPS in the current year of $3.00, and normalized EPS of $4.00. If its current stock price is $20, solve for its three P/E
The Zeta Corporation's current dividend is $3.85. If future dividends are expected to grow at 4 percent forever, which of the following amounts should Zeta stock sell for if the required rate of
The Performance Fund had returns of 19 percent over the evaluation period and the benchmark portfolio yielded a return of 17 percent over the same period. Over the evaluation period, the standard
The current annual dividend of ABC Corporation is $2.00 per share. Five years ago, the dividend was $1.36 per share. The firm expects dividends to grow in the future at the same compound annual rate
When should the investment rate, the blended rate, and the inflation rate be used, respectively?
List the steps in the retirement needs analysis?
What are the weaknesses of the withdrawal rate method?
What are the advantages of the withdrawal rate method?
Why can it be beneficial to raise or lower the withdrawal rate in response to market fluctuations?
What factors would cause one to increase the withdrawal rate?
What factors would cause one to decrease the withdrawal rate?
Contrast simple and risk-adjusted capital needs analysis?
Identify the advantages of Monte Carlo simulation?
What is total portfolio management?
Why is overhead cost considered a liability under TPM?
Should a comedian and a government employee receive the same financial asset allocation if they have similar tolerances for risk? Why?

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