annuity analysis

In Progress Posted 6 years ago Paid on delivery
In Progress Paid on delivery

I need someone to perform and analysis which will ultimately lead to forming a decision on whether an investment annuity should be liquidated. If yes, would lump sum or over what length of time would be most beneficial. Acknowledging that there are numerous assumptions that need to be considered, and modeled to produce a high confidence answer.

- Age of individual 61

- Annuity market value $380,000

- Cost basis of annuity $238,000

- Internal annuity fees 2.85%

- If the annuity is liquidated, lets assume the external investment fees would be 1.44%

- No penalty to withdraw money

- no taxable income today or expected in next 5 years

- Single individual tax bracket (U.S.)

- Anything else that I cant think of...

Audit Financial Analysis Statistical Analysis

Project ID: #14142705

About the project

21 proposals Remote project Active 6 years ago

Awarded to:

DrDataBoston

Hi, I've done similar analysis using regression and I can keep track of each feature with number of selected in each iteration. Please let me know if you have any question. Best, Sepehr

$155 USD in 2 days
(0 Reviews)
0.0

21 freelancers are bidding on average $152 for this job

madhurna

Greetings! I am qualified accountant with nine years of experience in accounts and financial analysis. Please PM me to discuss further. Thank you.

$185 USD in 3 days
(16 Reviews)
6.4
daniyal3214

I have been working for a top Financial Advisory firm with years of experience. I can easily perform this type of analysis with promised accuracy in a presentable manner. I posses expertise in Financial Analysis, Fina More

$50 USD in 1 day
(60 Reviews)
6.0
sumbali

I can perform the analysis using any kind of Statistical Software like R, SPSS , MINITAB Eviews Statistica etc I Will perform analysis like , Regression ,Time series ,Panel Data Experimental Designs Factor a More

$250 USD in 3 days
(35 Reviews)
5.5
rifamorejo

I did graduation from Middlesex University and worked for five years as a research analyst in different multinational companies. Currently I am doing PhD and providing consulting services to students for academic proje More

$100 USD in 3 days
(14 Reviews)
4.9
sanjibsahanew

Hi I would like to work for you. I will provide highly credible annuity analysis with my senior level experience. You may validate my profile which is also verified in Freelancer with highest trust score 100%. You More

$80 USD in 5 days
(16 Reviews)
5.1
arslanu2

I possess chartered accountancy education and I can complete all kinds of Research, Accounting, Business Planning, Business modeling, Business development, Report writing, Audit, Tax, Business Proposals, BUSINESS ANALY More

$250 USD in 7 days
(16 Reviews)
4.0
KatrinSmith

Hi, this is Katrin, a recent graduate from Imperial College London; currently, I am working as a full-time research assistant and as an academic writer. I have significant proficiency in Harvard, APA, MLA, Oxford and C More

$155 USD in 3 days
(3 Reviews)
3.6
raselruna

Dear hiring manager, Your job post has caught my attention because I'm a statistician and I’m considering your job post for me with the required capabilities. I am Nurnabi Sheikh from Bangladesh; I have completed my M More

$155 USD in 3 days
(3 Reviews)
3.1
kreativeapostle

kindly consider my application for the task

$35 USD in 1 day
(4 Reviews)
2.6
sodiqa32

We offer best service in business and engineering as a result of our diverse qualification and professionalism. We are reliable, innovative, creative, swift, dependable, effective, and efficient. Three kind of peopl More

$30 USD in 1 day
(0 Reviews)
1.8
mail2dm

I think i can produce a solution with What if analysis to decide the Annuity liquidation we can discuss in detail further if I get the opportunity to do this task

$277 USD in 3 days
(0 Reviews)
0.0
zburatorul

This is clearly an important decision, and spending $200 on it to instead save thousands is a wise decision. I used to be a quant at Goldman before I quit and went to graduate school, so I understand the much of the li More

$100 USD in 1 day
(0 Reviews)
0.0
ymehak

Hello, I am a PhD in Management Sciences. I have done 29 tasks on Upwork, 2 on Elance and 2 on Freelancer but I have been doing similar jobs from other platforms for last 5 years. I believe that I can do this job per More

$111 USD in 1 day
(0 Reviews)
0.0
mlenny

HI Having financial management skills ,auditing, accounting and administrative skills do request for you consideration promise to deliver quality work and o the stipulated period kind regard. thanks

$222 USD in 4 days
(0 Reviews)
0.0