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You have just started your own engineering consulting firm and now you are makin

ID: 2620772 • Letter: Y

Question

You have just started your own engineering consulting firm and now you are making a retirement plan. You have found an investment account that pays 8% APR compounded annually.

You will retire 20 years from today, and on that day you will make the first withdrawal of $110,000 from this account. You will continue to make withdrawals from this account annually at the beginning of each year for a total of 25 withdrawals, and the amount withdrawn will increase 5% each year after the first withdrawal of $110,000 at 20 years from today.

How much money must be in this account 20 years from today to cover all your retirement withdrawals?

Explanation / Answer

Value required in retirement account in 20 years = P * (1 - (1+g/1+r)^n)/ (r - g)

= 110000 * (1 - (1.05/1.08)^25)/(.08 - .05)

= $ 1853615.67

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