Jane’s First Retirement Account

How should individuals approach saving for retirement through individual retirement accounts and employer sponsored programs?

Jocelyn Bohn  | Summer 2021
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This case helps individuals learn about the difference between individual retirement accounts and employer sponsored retirement programs like 401 (k) programs. It presents the retirement planning questions of a new employee including the pros and cons of both types of retirement accounts as well as other important considerations when making a retirement plan including investment options and expense and fee structures. This case asks students to answer a series of questions about retirement planning.

Case ID: 220403

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