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Excel Model Investing
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Finance & Management > Financial Planning

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The client has made the following changes to the job.

Description
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Job canceled.

Nov 23, 2012
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Job Description

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

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  • Start: Immediately
  • Budget: $20 - $40
  • Fixed Price Job
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  • U.S. freelancers must have W9
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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...

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Job ID: 35419899
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