Question

Herbert has opened a retirement fund account which pays A percent interest and requires annual deposits...

Herbert has opened a retirement fund account which pays A percent interest and requires annual deposits of B at the beginning of each year. Herbert will retire in C years and expects 10 years of retirement life. What is the maximum annual retirement benefit Herbert can get at the end of each of his retirement years? Show all working.

A 8.00%
B $      4,448.00
C 9 years
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Answer #1

Solution:

Future value of retirement fund at the time of retirement = $4,448 * Cumulative FV factor at 8% for 9 periods of annuity due

= $4,448 * 13.48656 = $59,988

Maximum annual retirement benefit herbert get at the end of year retirement year = $59,988 / Cumulative PV factor at 8% for 10 periods

= $59,988 / 6.71008

= $8,940

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