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