“Everybody wants to go heaven, but nobody wants to die. The same way everybody wants to be rich and wealthy but nobody wants to save. People slog to earn, but a very few understands the potential of their hard earned money”. Suppose you are a financial planner and your one of the customer of age 32 who is married, have one kid of 5 year and working as an Assistant Vice President in one of the pharmacy company approached to you for seeking your views for saving, tax planning, education planning of his child and retirement planning. What mutual funds you advise to your customers and what factors you keep in mind before advising funds to your customer.

“Everybody wants to go heaven, but nobody wants to die. The same way everybody wants to be rich and wealthy but nobody wants to save. People slog to earn, but a very few understands the potential of their hard earned money”. Suppose you are a financial planner and your one of the customer of age 32 who is married, have one kid of 5 year and working as an Assistant Vice President in one of the pharmacy company approached to you for seeking your views for saving, tax planning, education planning of his child and retirement planning. What mutual funds you advise to your customers and what factors you keep in mind before advising funds to your customer.

SWFT Essntl Tax Individ/Bus Entities 2020

23rd Edition

ISBN:9780357391266

Author:Nellen

Publisher:Nellen

Chapter4: Gross Income

Section: Chapter Questions

Problem 2RP

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