Investment Policy Statement for Retirement Savings Plan

Running head: INVESTMENT POLICY STATEMENT
INVESTMENT POLICY STATEMENT
Name of the Student:
Name of the University:
Author’s Note:

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INVESTMENT POLICY STATEMENT
Executive Summary
The main purpose of this assignment is to interview an older person and develop a detailed plan
saving plan which the older person can invest in for securing the future of the same. The
investment plan of the older person will be consisting of timeline, tax concerns, liquidity, unique
feature. The saving plan is to be developed in order to suit the requirement of the individual.

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INVESTMENT POLICY STATEMENT
Table of Contents
Introduction......................................................................................................................................3
Client Overview...............................................................................................................................3
Purpose............................................................................................................................................3
Time Horizon...................................................................................................................................4
Tax concerns....................................................................................................................................4
Liquidity..........................................................................................................................................4
Legal Consideration.........................................................................................................................4
Unique Features...............................................................................................................................5
Reference.........................................................................................................................................6