4. Assume a client provide you with the following information. How long would their retirement assets last? $125,000 Current salary: Current age: 45 65 Retirement age: PV of Expected Social Security Benefit: Current Assets: Annual Savings: Expected Inflation: Portfolio Rate: Desired WRR: $18,000 $150,000 $15,000 4% 10% 80%

Essentials Of Investments
11th Edition
ISBN:9781260013924
Author:Bodie, Zvi, Kane, Alex, MARCUS, Alan J.
Publisher:Bodie, Zvi, Kane, Alex, MARCUS, Alan J.
Chapter1: Investments: Background And Issues
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4. Assume a client provide you with the following information. How long would their retirement assets last?
Current salary:
Current age:
Retirement age:
PV of Expected
Social Security Benefit: $18,000
Current Assets:
Annual Savings:
Expected Inflation:
Portfolio Rate:
Desired WRR:
$125,000
45
65
$150,000
$15,000
4%
10%
80%
Transcribed Image Text:4. Assume a client provide you with the following information. How long would their retirement assets last? Current salary: Current age: Retirement age: PV of Expected Social Security Benefit: $18,000 Current Assets: Annual Savings: Expected Inflation: Portfolio Rate: Desired WRR: $125,000 45 65 $150,000 $15,000 4% 10% 80%
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