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PERSONAL INVESTING OPTIONS

Explore the benefits and drawbacks of investing in Annuities vs. Roth IRA for retirement savings. Analyze different scenarios, study cases, and make an informed choice based on your financial goals. Understand the pros and cons to determine the best investment option for your future.

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PERSONAL INVESTING OPTIONS

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  1. PERSONAL INVESTING OPTIONS Team 7 Members: Mauricio Coto - Organizer Michael Thompson - Summarizer Saurabh Desai - Techie Farouq Mahadin - Techie

  2. Annuities vs. Roth IRA • Annuities - A form of investments offered by insurance companies • Roth IRA - Individual Retirement Account that allows retirement savings to grow tax-free.

  3. Scenario • 30 yr. old individual retiring at 65 • 35 year investment • Investing $5000 every year • Assuming 3% Inflation

  4. Study Cases • Roth IRA vs. Annuity at fixed i • Roth IRA vs. Annuity at fixed FV & i • Roth IRA vs. Annuity at actual i • Roth IRA vs. Annuity at actual i & fixed FV

  5. Make a Choice • Compare the results • Pros and Cons • Best Choice

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