A 40-year-old civil servant client of yours is 20 years away from retirement; A 35-year-old self-employed also needs an investment policy statement. In writing their investment policy statement how might their investment policy statements differ.

A 40-year-old civil servant client of yours is 20 years away from retirement; A 35-year-old self-employed also needs an investment policy statement. In writing their investment policy statement how might their investment policy statements differ.

SWFT Individual Income Taxes

43rd Edition

ISBN:9780357391365

Author:YOUNG

Publisher:YOUNG

Chapter19: Deferred Compensation

Section: Chapter Questions

Problem 55P

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A 40-year-old civil servant client of yours is 20 years away from retirement;
A 35-year-old self-employed also needs an investment policy statement. In
writing their investment policy statement how might their investment policy
statements differ.

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