Find freelancers. Lose those costly delays.

With 1.7 million freelancers, we'll match you with the perfect talent.

or, Register with Elance »

Excel Model Investing
Sign in to Add to Watch List

Finance & Management > Financial Planning

View Change History

The client has made the following changes to the job.


Job canceled.

Nov 23, 2012

Job Description

  |  Change History >>


  • Posted: Thu, Nov 22, 2012
  • Time Left: Closed
  • Location: Anywhere
  • Client prefers freelancers from:

    You are still able to submit a proposal for this job.

    The client prefers freelancers from
    a different location.

    You're still able to submit a proposal for this job, regardless of your location.
  • Start: Immediately
  • Budget: $20 - $40
  • Fixed Price Job
  • Elance Escrow Protection
  • U.S. freelancers must have W9
Sign in to view client's details

Design accurate and visually pleasing model to compare and graph:
*Investment return of proposed cash value insurance
*VS investing in low risk bonds in an IRA
*VS investing in low risk bonds in a Roth IRA
*VS investing in stock bond portfolio taxable account

Each option should allow input for
*total years for analysis
*annual premium or investment (more than 1 possibility i.e years 1-x, x-20 etc.)
*assumed % Compounded annual return
*tax rate (upon sale at the end)

Should hi light amount invested vs investment growth vs final after tax total. See attached for a different comparison but same idea.

Note: For simplicity the taxable account will use assumptions from major mutual fund stats (Vanguard SP 500 and Total bond fund) for tax drag during investment period.
Note: the IRA account must illustrate the extra $ being invested due ti being pretax.

***Must be compatible with Excel 2003,2007,2010
***Set up to print and be visually pleasing on 1 page. See attached.
*** Time fr...

Sign in or Register to see more

Job ID: 35419899
Avg $ | High $ | Low $ — Show Pricing
  • Submit Date (Latest)

 India  |  
We are a firm of Qualified Accountants with over 5 years of experience in audit, accounting, taxation and bookkeeping predominantly on Quickbooks,...
 0.0   |  Private   |  0 Jobs
Bid ID: 35432985  |  Submitted: Nov 22, 2012 23:25 ET 
Proposal SEALED

Olusola Arowojolu      
Olusola Arowojolu's identity has been verified.  Learn More
 United Kingdom  |  
I am a qualified accountant with over 12 years solid experience with unique blend of skills having previously worked as a Finance Analyst...
 0.0   |  Private   |  0 Jobs
Bid ID: 35424025  |  Submitted: Nov 22, 2012 12:24 ET 
Proposal SEALED

 United States  |  
Qualified Professional seeking to increase knowledge and help small and medium businesses with accounting and tax related matters.
 0.0   |  $0 Earnings   |  0 Jobs
Bid ID: 35420265  |  Submitted: Nov 22, 2012 09:25 ET 
Proposal SEALED
Elance is now an Upwork company.
Upwork is the choice of 4M+ clients. Get started working on Upwork today.
Are you ready to post a job like this one?
Post a Similar Job »