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PERSONAL INVESTING OPTIONS

PERSONAL INVESTING OPTIONS. Team 7 Members: Mauricio Coto - Organizer Michael Thompson - Summarizer Saurabh Desai - Techie Farouq Mahadin - Techie. Annuities vs. Roth IRA. Annuities - A form of investments offered by insurance companies

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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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