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Section 18 – Planning For Your Future
Read the following scenarios and describe which retirement solution or solutions would be
the best and why.
Scenario
Retirement plan options
Alison works for a small bridal company. They
only have 12 employees but the company
wants to offer a retirement plan for its
employees.
George is a recent graduate who just secured
his first job with Motorola. He is anxious to begin
saving for retirement while he is young.
Matt is a cosmetology graduate. He plans on
opening his own salon but wants the security of
saving for retirement.
Samantha already has a 401K plan but wants to
save more for retirement.