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Table 3 : Employee # 2 - Greta Robinson is 4 0 years old and has been with Wal - Mart in the accounting department
Table : Employee # Greta Robinson is years old and has been with WalMart in the accounting department since she graduated from college at age Her current annual salary is $ and she has accumulated $ in her contributing of her salary. She also has $ in a Roth IRA. She is planning to retire at age and would like to have saved $ by the time she retires in both of these accounts. Greta is married with two schoolaged children and owns her own home. The couple keep their finances separate and have their own individual retirement goals. Her risk tolerance is
tableQuestion:Answer:Gretas current asset allocation is as follows. What,changes would you recommend, if any? Be sure toexplain your reasoning. Include the funds with,percentages equaling Fidelity Index Fund FXAIX: pointsWalMart Stock WMT: tableGreta is concerned that she is not saving enoughtoward retirement to reach her $ goal.She wants to save more but can't seem to figure,
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