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$$ Estimate your income out of college, and at age $62.$ Determine what percentage of your income you will save on an annual basis at each of those ages.

$$ Complete the risk tolerance questionnaire. Choose a portfolio to match your risk$/$return tolerance and investment style.

$$ List the percentage of domestic versus global funds you choose at each of the age groups.

$$ Within those percentages, choose a portfolio for retirement income from the American Funds web$-$site. www$.$americanfunds.com Include at least $8$ different mutual funds to make up the composition of your retirement fund. Do this for both of the age groups and make sure your options show how your investment choices change as you age.

$$ Choose your favorite fund and print off a prospectus to read. Do not hand this in$.$ There will be some very basic questions on your final regarding a Prospectus.

$$ To compile your information, share with me the dollar amount of estimated income, $\%$ saved, $\%$ of domestic versus global at both ages. Next compile your fund choices in bullet form according to your risk tolerance questionnaire.

o For example:

$$ Growth Funds $45\%$

$$ Fund $\_\_\_\%$

$$ Fund $\_\_\_\%$

$$ Fund $\_\_\_\%$

$$ Growth and Income Funds $35\%$

$$ Fund $\_\_\_\%$

$$ Fund $\_\_\_\%$

$$ Fund $\_\_\_\%$

$$ Bonds $20\%$

$$ Fund $\_\_\_\%$

$$ Fund $\_\_\_\%$

Make sure your $\%$ of global versus domestic matches your choices.

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