| Completion of IRA Action |
3 |
Successfully starts or contributes to an IRA, with trade confirmation provided as evidence. (3) |
Starts or contributes to an IRA but with minor issues in the documentation or process. (2.5) |
Starts or contributes to an IRA but provides incomplete or unclear documentation. (2) |
Does not start or contribute to an IRA, or no evidence is provided. (0) |
| Evidence of Research (if applicable) |
1.5 |
Clear evidence of research into IRA options (Roth vs. Traditional, brokerage choice), demonstrating thoughtful decision-making. (1.5) |
Evidence of research is provided but lacks depth or clarity in decision-making. (1) |
Limited or vague evidence of research, with insufficient explanation of options. (0.5) |
No evidence of research into IRA options is provided. (0) |
| Clarity and Presentation |
0.5 |
Submission is professional, well-organized, and includes clear and appropriate documentation. (0.5) |
Submission is mostly professional but includes minor organizational or clarity issues. (0.4) |
Submission is poorly organized or unclear, making it difficult to follow. (0.3) |
Submission is unclear, unprofessional, or incoherent. (0) |
