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Retirement Planning Quiz 1

Retirement Planning Quiz 1 due February 12th, 2025.

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Question 1

 

Carlos and Maria Torres are both 45 and plan to retire at age 65. They expect to live until age 95, with no reduction in retirement needs after one spouse passes away. After an intake meeting with the Torres’, you determine they will need $90,000 in today’s dollars once they retire. The Torres' are conservative investors and primarily invest in long-term bonds. They expect an after-tax return of 5% on their investments and assume 3% inflation over the long term. What amount will the Torres’ need at the beginning of the retirement period (age 65) to fund their annual income needs that will increase with inflation?

Retirement Planning Quiz 1

Retirement Planning Quiz 1 due February 12th, 2025.

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This quiz has 30 questions.

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