2015 Form 1040Lines 20a and 20b
Social Security Benefits WorksheetLines 20a and 20b
Before you begin:
Keep for Your Records
Complete Form 1040, lines 21 and 23 through 32, if they apply to you.
Figure any write-in adjustments to be en
Chapter 10 End of chapter problem solutions:
Types of Problems:
Intrinsic Values of Options: 7, 15
Option Payoffs: 8, 9, 12, 13, 14
7. a. The intrinsic value of the option is $4 (= $180 - $176). Thus, the time value of the option is
$1 (= $5 - $4).
Dr. Allen Shin
Ch. 2 Homework Problems (16 points)
1. John, age 36, just opened a Roth IRA account for retirement income with an initial
deposit of $4,000. He plans to deposit $4,000 at the beginning of each year for the
first 15 years until age
Ch. 6 Stock Bonus Plans & Employee Stock Ownership Plans
I. Stock Bonus Plans
Stock bonus plans are defined contribution profit sharing plans that allow employers
to contribute (employers) stock to a qualified plan on behalf of their employees.
Ch. 1 & 2 Introduction to Retirement Income Planning
What Makes Our Life Happy?
Claudia Wallis, The New Science of Happiness, Time, January 9, 2005,
Tom Rath and Jim Harter, Well Being: The F
Chapter 11 U. S. Social Security Program
A. Basic Principles of Social Insurance
OASDI : Old-Age, Survivors, and Disability Insurance
OASDHI= OASDI + HI (Health Insurance, Medicare)
I. Basic Principles and Characteristics of OASDI
1. Compulsory program by