annuity analysis
$30-250 USD
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...
Project ID: #14142705
About the project
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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
21 freelancers are bidding on average $152 for this job
Greetings! I am qualified accountant with nine years of experience in accounts and financial analysis. Please PM me to discuss further. Thank you.
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
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
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
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
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
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
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