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Al Vincent has decided to retire to Arizona in 12 years. What amount should Al i

ID: 2777930 • Letter: A

Question

Al Vincent has decided to retire to Arizona in 12 years. What amount should Al invest today so that he will be able to withdraw $32,000 at the end of each year for 17 years after he retires? Assume he can invest the money at 7% interest compounded annually.

Al Vincent has decided to retire to Arizona in 12 years. What amount should Al invest today so that he will be able to withdraw $32,000 at the end of each year for 17 years after he retires? Assume he can invest the money at 7% interest compounded annually.

Explanation / Answer

Calculation of money to be invested today (Present value):

Calculation of present value of annual withdrawals at the end of year 12:

Annual Withdrawals required

$    32,000.00

Interest rate

7%

Year

17

PVAF (7%, 17 years)

           9.76322

Present value of annual withdrawals at the end of year 12 = 32000*9.76322 =

$312,423.14

PVF (7%, 12th year)

         0.44401

Present value of investment required today = 312423.14 *0.044401

$ 138,719.61

Hence money that should be invested today is $ 138719.61

Calculation of money to be invested today (Present value):

Calculation of present value of annual withdrawals at the end of year 12:

Annual Withdrawals required

$    32,000.00

Interest rate

7%

Year

17

PVAF (7%, 17 years)

           9.76322

Present value of annual withdrawals at the end of year 12 = 32000*9.76322 =

$312,423.14

PVF (7%, 12th year)

         0.44401

Present value of investment required today = 312423.14 *0.044401

$ 138,719.61

Hence money that should be invested today is $ 138719.61

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