Market Recovery Program
 

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Chapter 18

CASE STUDY #1: JOHN, AGE 40

Who:

John, a dentist; single, age 40.

Particulars:

John’s total net worth, including real estate, is about $5 million. He had $2 million in his Individual Retirement Account (IRA) prior to the downturn. He lost 50% of its value, resulting in the current value of $1 million.




Figure 14



Goals:

John wants to: (1) recover his $1 million loss; (2) retire at age

 

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