1 / 5

Personal Investment Team 7

Personal Investment Team 7. Tzu-Keng Chiu Michael Dellosa Andrew Nimrod . Project Outline. The project that Team 7 will be undertaking is the comparison of investing in stock’s vs. mutual funds vs. IRA’s

nitesh
Download Presentation

Personal Investment Team 7

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Personal InvestmentTeam 7 Tzu-Keng Chiu Michael Dellosa Andrew Nimrod

  2. Project Outline The project that Team 7 will be undertaking is the comparison of investing in stock’s vs. mutual funds vs. IRA’s • Method of comparison will be each investment type’s profit vs. risk level compared to the others investment profit vs. risk level

  3. Scenario • You are a 23 year old college graduate that has just started a job paying $55,000 dollars a year and want to invest 10% of your yearly salary in the market ,but is not sure on which route to go. So you decide to look at investing your money into stocks, mutual funds, or an IRA for a 10 year period in hopes that you will be able to make enough for a nice down payment on a house.

  4. Assumptions • Annual salary raise of 5.5% (roughly 3K) • Market inflation of 3% per year • First year tax bracket of 25% • Second year on in the 28% tax bracket • Same employer for the 10 yr period

  5. Resources • Internet • Campus Library • Class book (write book name in here)

More Related