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Create a comprehensive retirement plan for mike and maria

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Reference no: EM132343077

Review the case of Mike and Maria Roman below.

Write at least a 6 7 page paper on the following

Create a comprehensive retirement plan for Mike and Maria. Include part 1 and 2 of the projects into the comprehensive plan.

Based on current financial situation, provide appropriate recommendations on 1 retirement income distribution strategy that minimizes their income tax liability and 2 investment strategy before and after retirement.

Attachment:- roam case study.rar

Reference no: EM132343077

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