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. |  |
