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Retirement Planning: It's All About the Assumptions
This decision-based case developed from primary sources utilizes disguised names, but actual data to afford students the opportunity to evaluate and suggest options regarding the financial implications of varying the timing of retirement. Leon and Billie Reynolds have asked their daughter, Lexie, to review their retirement planning. The couple had accumulated almost $2,000,000 in investments. The case gives the couple's net worth, current salaries, insights into their spending habits, possible retirement points, family situation, and current allocations of their retirement funds. The case asks students to apply his or her financial planning skills to review the implications of the timing of the couple's retirement.