Business and Personal Finance © 2007Unit 3:
Investing Financial ResourcesBusinessWeek Finance FileDesign a Data BankCall or visit three different types of homes for rollover IRAs. Collect brochures that provide information about the bank or firm. Use your computer to design a data bank of information about homes for rollover IRAs. In your data bank, include the following information: Name of bank/firm; Type of bank/firm (supermarket, discount, bank, full-service broker); Services provided (such as a personal-investment adviser); Type of account (CD, mutual funds, stocks, bonds); Interest paid; Risk (high, medium, or low); Fees. |