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Team 7 Personal Investment. Michael Dellosa Andrew Nimrod. Objectives. Scenario Stocks Roth IRA Summary & Assumptions References. Scenario.

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team 7 personal investment

Team 7 Personal Investment

Michael Dellosa

Andrew Nimrod

objectives
Objectives
  • Scenario
  • Stocks
  • Roth IRA
  • Summary & Assumptions
  • References
scenario
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 or a Roth IRA for a 10 year period in hopes that you will be able to make enough for a nice down payment on a house.
stocks

www.investopedia.com

Stocks
  • Basics
    • A stock is a share in the ownership of a company.
    • Stock represents a claim on the company's assets and earnings.
    • Investment in stocks has historically had an average return of around 10%-12%
    • Two types of stock common and preferred
roth ira
Roth IRA
  • Roth IRA Basics
    • Can invest up to $4000 a year by using an after tax paycheck
    • Collect tax free compound interest on growth on whatever you decide to invest in
  • Limitation in this project
    • First 5 years contributions will not be penalized, but the last 5 years will be penalized 10%
summary
Summary

Assumptions

  • Market value always went up
  • Constant salary increase
  • Same employer for the 10 yr. period
references
References
  • www.investopedia.com
  • http://www.fool.com/money/allaboutiras/allaboutiras12.htm
  • http://personal.fidelity.com/products/retirement/getstart/aboutira.shtml.cvsr?banner=12493134&immid=00045&psite=google&crtype=search&kw=Roth_IRA
  • http://www.dinkytown.net/java/RothIRA.html