Market Recovery Program
 

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Chapter 20

CASE STUDY #3: SAM, 70, and TINA, 60

Who:

Sam, age 70, married to Tina, age 60.

Particulars:

Sam lost 30% of his equity positions’ value in the downturn. Although he has an additional $200,000 in bonds in his IRA, he had $500,000.00

 

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