Using the Project Template, address each of the following in a minimum of 3 to 6 sentences:
6. Evaluate education savings and investment options based on client situation and goals. Address the following in your response:
Client’s tolerance and capacity for risk
Potential tax advantaged alternatives
7. Evaluate opportunities for improving and addressing problem areas in the client’s budget. Address the following in your response and include any assumptions used in making your recommendations:
Financing strategies
Debt management
Cash-flow management
Income
Expenses
8. Evaluate tax planning options based on client situation. Address the following in your response and include any assumptions used in making your recommendations:
Gifting opportunities for education funding
Income taxation of business entities
Charitable giving
Alternative minimum tax
9. Analyze how market and economic trends may affect the retirement and education investment options for your client. Address the following in your response and include any assumptions used in making your recommendations:
Market volatility
Inflation
Tuition inflation
Only questions 6, 7, 8, 9 need to be answered