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5. Funding the nest ego shortfall Determining Retirement Shortfall Yuan and Alex have 40 years to retirement. They are taking a personal finance course and

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5. Funding the nest ego shortfall Determining Retirement Shortfall Yuan and Alex have 40 years to retirement. They are taking a personal finance course and have calculated their projected retirement income and investment needs. Based on their calculations and taking into account their Social Security and pension incomes, they have a projected shortfall of $7,500.00 per year. Use the following tables to answer the questions about future value interest factors. 5. Funding the nest egg shortfall Determining Retirement Shortfall Yuan and Alex have 40 years to retirement. They are taking a personal finance course and have calculated their projected retirement income and investment needs. Based on their calculations and taking into account their Social Security and pension incomes, they have a profected shortfall of $7,500.00 per year: Use the following tables to answer the questions about future value interest factors. Continuing their worksheet, they consult a friend, economics professor Dr. Wu, who believes that they can expect the average annual inflation rate to be 5%, possibly 6% tops. Complete the following table by calculating inflation-adjusted annual shortfall for Yuan and Alex at 5%. Then recalculate the shortfall based on the top rate provided by Dr. Wu. Funding the shortfall In addition to determining a realistic inflation rate, Yuan and Alex talked to their financlal advisor to understand rates of return now and after they reach retirement. First, their advisor projects that in 40 years, they can realistically earn 5% on their nest ego. Second, he recommends an investment vehicle that is earning 6% annually. Complete the following table using the inflation-adfusted annual shortfall at 5% as previousfy calculated. In addition to determining a reafistic infiation rate, Yuan and Alex talked to their financial advisor to understand rates of return now and after they reach retirement. First, their advisor projects that in 40 years, they can realistically earn 5% on their nest egg. Second, he recommends an investment vehicle that is earning 6% annually. Complete the following table using the inflation-adjusted annual shortfall at 5% as previously calculated

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