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Investment Policy: How Much Do You Need to make for Retirement Update the spreadsheet provided during the guest speaker event and discussed twice afterward with the following assumptions for your client: Income during working years was $70,000 Need 60% of this income in retirement . Can withdraw 5% per year . Current assets are $300,000 20 years to retirement 20% tax rate Complete the following with the appropriate statements: Your client needs Select at retirement in order to spend [ Select 1 per year. This drop in consumption during retirement is partly because in retirement (Select] The before tax annual return needed is [ Select) . If one is very risk averse and the proper asset allocation based on this risk level only yields a before-tax retum of 5%, then [Select] . Investment Policy: How Much Do You Need to Make for Retirement Update the spreadsheet provided during the guest speaker event and discussed twice afterward with the following assumptions for your client: Income during working years was $70,000 Need 60% of this income in retirement Can withdraw 5% per year . Current assets are $300,000 20 years to retirement 20% tax rate . Complete the following with the appropriate statements: Your client needs [Select) at retirement in order to spend p in consumption during retirement is partly Select [ Select) $500,000 because in retirer $840,000 The before-tax annual return needed is Select) $300,000 uk averse and the proper asset allocation based on this risk level only yields a before-tax return of 5%, then [Select] Investment Policy: How Much Do You Need to make for Retirement Update the spreadsheet provided during the guest speaker event and discussed twice afterward with the following assumptions for your client: Income during working years was $70,000 Need 60% of this income in retirement . Can withdraw 5% per year Current assets are $300,000 20 years to retirement 20% tax rate Complete the following with the appropriate statements: Your client needs Select] M at retirement in order to spend [ Select per year. This drop in consumption during retirement is partly [ Select The before tax annual return needed is $50,000 $70,000 If one is very risk averse and the proper asset allocation based on $42.000 le-tax retum of 5%, then Select Investment Policy: How Much Do You Need to make for Retirement Update the spreadsheet provided during the guest speaker event and discussed twice afterward with the following assumptions for your client: Income during working years was $70,000 Need 60% of this income in retirement . Can withdraw 5% per year . Current assets are $300,000 20 years to retirement 20% tax rate Complete the following with the appropriate statements: Your client needs Select at retirement in order to spend I Select per year. This drop in consumption during retirement is partly because in retirement Select The before tax annual return needed is Select [ Select cation based on one is assumed to not have a mortgage this risk level only yield one has to pay even higher payroll taxes than during working years . Investment Policy: How Much Do You Need to make for Retirement Update the spreadsheet provided during the guest speaker event and discussed twice afterward with the following assumptions for your client: Income during working years was $70,000 Need 60% of this income in retirement Can withdraw 5% per year Current assets are $300,000 20 years to retirement 20% tax rate Complete the following with the appropriate statements: Your client needs Select at retirement in order to spend [ Select per year. This drop in consumption during retirement is partly because in retirement Select The before-tax annual return needed is [Select) M.If one is very risk averse and the proper asset allocation based on [ Select) e-tax return of 5%, then Select ] 7.84% 4.23% 5.28% 6.60% Investment Policy: How Much Do You Need to Make for Retirement Update the spreadsheet provided during the guest speaker event and discussed twice afterward with the following assumptions for your client: Income during working years was $70,000 Need 60% of this income in retirement Can withdraw 5% per year Current assets are $300,000 20 years to retirement 20% tax rate Complete the following with the appropriate statements: Your client needs (Select at retirement in order to spend Select) per year. This drop in consumption during retirement is partly because in retirement Select] The before tax annual return needed is Select If one is very risk averse and the proper asset allocation based on this risk level only yields a before-tax return of 5%, then Select) Select have to retire earlier ce se pottfolio oedd one may ou live ones cetirement to adjustment de Previous one has more than needed a consume more during retirement