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John plans to sell his company for $2,000,000




John plans to sell his company for $2,000,000 and wants to retire within one year. What kind of investments should he make if he wants to meet the below objectives?;1. Provide $90,000 of withdrawals from the investment account each year.;2. Minimize income tax.;3. Include at least three types of investments.;4. Provide for active management of the portfolio with an annual fee of 1% - 1 ?% of value in the investment portfolio.;5. Provide an annual growth after all withdrawals and fees of 4% - 5%.


Paper#31757 | Written in 18-Jul-2015

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