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Q16. What type of account is likely most appropriate for each client situation? Choose one only (assume all clients have room available in each account):
Q16. What type of account is likely most appropriate for each client situation? Choose one only (assume all clients have room available in each account): Client in in mid-career, a high tax bracket, no pension, saving for retirement Client in late-career, will receive DB pension, expected to work part-time in retirement, has excess money to invest Client's have a new born child and would like to save for their education Client is self employed and earns a high income, saving money for their tax liability in the following year, but would like to earn at least some interest . Q16. What type of account is likely most appropriate for each client situation? Choose one only (assume all clients have room available in each account): Client in in mid-career, a high tax bracket, no pension, saving for retirement Client in late-career, will receive DB pension, expected to work part-time in retirement, has excess money to invest Client's have a new born child and would like to save for their education Client is self employed and earns a high income, saving money for their tax liability in the following year, but would like to earn at least some interest
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