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Use the Module Six Worksheet, attached, to complete this assignment. Specifically, you must address the following rubric criteria:
1. Calculate the tax cost ratio for each fund through the use of an Excel formula.
2. Explain which funds were the most and least tax efficient in their operations.
3. Calculate the differences in taxes paid on each source of income for both clients.
4. Describe how a portfolio can be changed to reduce taxes for both clients
5. Assess whether it is more tax efficient for each client to withdraw funds from a 401(k) or taxable brokerage account.
What to Submit
This assignment requires two deliverables:
Submit the Module Six Worksheet Excel document with the calculations for questions 1 and 3. (This is already completed and attached)
Submit a 1-page Microsoft Word document with your responses to questions 2, 4, and 5. Write one paragraph per question. Use 12-point Times New Roman font, double spacing, and one-inch margins. Sources should be cited according to APA style.
Your supporting research should be as up to date as possible. Any news stories, press releases, or other sources must be dated within the last 60 days. Company data should be no more than one year old. Using older data may result in being asked to resubmit your work.
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