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Pretend you are a Certified Public Accountant or Certified Financial Planner. A 35 year-old client comes into your

office and asks for advice on how to invest $1,000,000 cash for retirement at 65. (For sake of this hypothetical, assume that the $1 million is in a lump sum.) In view of the current economy and recent projections offered in the financial news, choose two investment vehicles that might best serve this client. Consider the following financial tools: Roth IRA, mutual funds, annuities, real estate, municipal bonds, charitable contributions, CDs, starting a new business, precious metals, and getting a new or advanced educational degree. Briefly provide the rationale for your advice.

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reply of assignment 17th MAR 14.docx

CD’s - There are a various options available in the market for making an investment in the
bank, out of them CD is considered as a relatively safe option. Here the amount we invest is
used by...

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