Deferred compensation plans are an excellent way to save for retirement. Your client, Melissa, is 30 years old and her AGI is $75,000. Melissa does not participate in an employer- sponsored retirement plan and has approached you for advice. Would you recommend Melissa invest in a traditional IRA or a Roth IRA and why? What are the benefits of investing in an employer- sponsored plan? Melissa would like to return to school to earn a master’s degree and she would like to purchase a house within th …

| November 30, 2018

Assessment task 2: Research Assignment Objective(s): This task addresses the following subject learning objectives: 1, 2, 3, 4, 5 and 6 This task contributes specifically to the development of the following graduate attributes: 1.0, 3.0 and 5.0 Weight: 40% Task: You will be required to submit an answer to a problem-based assignment which requires students to critically apply relevant tax rules. The topics covered in class and designated materials will provide useful guidance. However, this is a …

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