Buy Harvard Business Review Case "High-Impact Wealth Management:Tom and Deena Li Plan for Retirement"

and answer the following questions:

1. How much income do the Tom and Deena Li need in retirement, given their current wishes?

2. What are the potential sources for that income, and will that income be sufficient for their needs?

3. What are the implications of each source in terms of duration of the income, the tax consequences, and any inherent risks?

4. How would you recommend Tom and Deena Li prepare for their retirement, and what actions should they take to prepare?