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Assume you want to retire early at age 53. You plan to save using one of the following two strategies (1) save $3.000 a year

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Assume you want to retire early at age 53. You plan to save using one of the following two strategies (1) save $3.000 a year in an IRA beginning when you are 28 and onding when you are 53 (25 years) or (2) wait until you are 41 to start saving and then save 56 250 per year for the next 12 years. Assume you will eam the historic stock market average of 14% per year (Click the icon to view the future value annuity factor table) (Click the icon to view the future value factor table) (Click the icon to view the present value annuity factor table) (Click the icon to view the present value factor table) Read the requirements Periods 2% 16% 1% 1.000 2010 3030 4060 5.101 6.152 7214 8203 9.369 10.462 1 000 2020 3.050 4.122 5 204 3% 1.000 2.030 3 091 4 184 5209 6308 8583 8488 7692 8.692 10 159 11 404 9755 10.950 4% 1000 2040 3.122 4.246 5 416 6.633 7 898 9214 10.583 12.000 13.486 15 026 16.627 18 292 20.024 29.778 4155 56 055 95 020 Future Value of Annuity of $1 6% 10% 1.000 1000 1.000 1 000 2050 2060 2080 2.100 3.153 3.184 3.246 3.310 4310 4375 4.506 4.641 5.526 5837 5387 6.105 6.802 6.975 7338 7.716 8.142 8394 8.923 9487 9549 9897 10837 11 436 11 027 11 491 13.579 12.578 13 181 14.487 15 937 14207 14 972 16 645 18531 15917 18 870 18.977 21384 17.713 1888221495 24523 19.599 21015 24 215 27.975 21579 23 276 27 152 31.772 33.000 38 786 45782 57.275 47.727 54 865 73106 98.347 65.439 79 058 113 283 164.494 120.800 154 762 250.057442 593 12488 12% 1.000 2 120 3.374 4779 6.353 8 115 10.089 12 300 14.776 17549 20 555 24 133 28 029 32393 37280 72052 133 334 241.333 767 091 14% 20% 1 000 1000 1.000 1 000 2.140 2160 2180 2 200 3.440 3.506 3.572 3.640 4.921 5066 5.215 5368 6.610 6.877 7.154 7442 8 536 8 977 9 442 9.930 10730 11 414 12 142 12916 13 233 14 240 15327 16.499 16 085 17 519 19.086 20 799 19337 21321 23 521 25 959 23 045 25733 28755 32.150 27 271 30 850 34 931 39 581 32 089 786 42 219 48 497 37581 43.672 50.818 59 198 43 342 51.680 60.965 72035 91 025 115390 148 628 138 688 181.871 249 214 342 603 471 981 356.787 530 312 790 948 1.181.882 1342 0252360757 4.163 213 7343858 11 567 12633 13.809 14.947 16.097 22.019 28.243 34785 48.886 12.189 13.412 145 15 974 17293 24 297 32030 40 568 60402 12808 14192 15518 17086 10 500 28 870 36459 47 575 75401 Present Value of Annuity of $1 Periods 62 1% 2% 3% 4% 8% 10% 12% 14% 16% 18% 20% 0.990 0.980 0.971 0.962 0.952 0.943 0.926 0.909 0.893 0.877 0.862 0.847 0.833 1.970 1.942 1.913 1.886 1.859 1.833 1.783 1.736 1.6901.6471.6051.566 1.528 2.9412.884 2.829 2.775 2.723 2.673 2.577 | 2.487 2.402 2.322 2.246 2.174 2.106 3.902 3.808 3.717 3.630 3.546 3.465 3.312 3.170 3.037 2.914 2.798 2.6902.589 4.853 4.7134.580 4.452 4.3294212 3.993 3.791 3.605 3.433 3.274 3.127 2.991 5.795 5.601 5.417 5.2425.076 4.917 4.623 4.355 4.111 3.889 3.685 3.498 3.326 6.728 6.4726.230 6.002 5.786 5.5825.206 4.8684.564 4.288 4.039 3.812 3.605 7.652 7.325 7.0206.7336.463 6.210 5.7475.335 4.9684 .639 4.344 4.078 3.837 8.566 8.1627.786 7.4357.108 6.802 6.247 5.759 5.328 4.9464.607 4.303 4.031 9.471 8.9838,530 8.1117.722 7.360 6.710 6.145 5.6505.216 4.833 4.494 4. 192 10.368 9.7879.2538.760 8.3067.887 7.139 6.495 5.938 5.4535.029 4.656 4.327 11.255 10.575 9.954 9.3858.8638.384 7.5366 .8146 .1945.660 5.1974.793 4.439 12.134 11.348 10.635 9.986 9.394 8.853 7.904 7.103 6.424 5.8425.3424.910 4.533 13.004 12.106 11.296 10.563 9.899 9.295 8.244 7.367 6.6286.002 5.468 5.008 4.611 13.865 12.849 11.938 11. 11810.380 9.712 8.559 7.606 6.811 6.142 5.575 5.092 4.675 18.046 16.351 14.877 13.590 12.462 11.470 9.818 8.5147.4696.623 5.9295.353 4.870 22.023 19.523 17.41315.622 14.094 12.783 10.675 9.077 7.8436.873 6.097 5.467 4.948 25.808 22.396 19,600 17.292 15.372 13.765 11.258 9.4278.055 7.003 6.175.517 4.979 32 835 27 355 23.115 19.793 17.159 15.046 11.925 9.779 8.244 7.105 6.233 5.548 4.997 10 11 12 40 Future Value of $1 Periods 16% 1.080 1165 1.030 1061 1093 1.126 1.159 1.040 1082 1.125 1.170 1% 1010 1.020 1030 1.041 1051 1.062 1.072 1083 1.094 1.105 1050 1.103 1158 1216 1 276 1060 1 124 1191 1.262 1339 10% 1.100 1210 1331 1.464 1611 1.260 1360 1459 1217 1.020 1.040 1061 1082 1.104 1.126 1.149 1.172 1.195 1.219 1587 SSBEWN 1 340 1.407 1.477 1551 1.629 1419 1.504 1594 1889 1791 1.265 1316 1.369 1423 1480 1 539 1601 1 565 1.732 1 801 1.194 1 230 1 267 1.305 1 344 1.384 1426 1 469 1513 1558 1.806 2004 2427 3 262 1772 1.949 2144 2358 2594 2853 3.138 31452 3.797 41 12% 14% 1 120 1.140 1.160 1 254 1.300 1 346 1405 1.482 1.561 1 574 1689 1.811 1762 1925 2.100 1974 2 195 2436 2211 2502 2826 2478 2853 3.278 2773 3.252 3803 3.100 3707 4.411 3.479 4 226 5.117 4818 5938 4363 5.492 6.885 4887 6.261 7988 5474 7 138 9.200 9.646 13.743 19.461 17 000 26.462 40 874 29.960 50 950 85 850 93.051188034378 721 1115 18% 20% 1.180 1.200 1.392 1.440 1 643 1.728 1939 2074 2288 2489 2700 2.986 3.185 3.583 3.759 4.300 4.435 5.160 5234 6.192 8.178 7.430 7.288 8.916 8.599 10.699 10.147 12 839 11.974 15 407 27393 38 338 62 869 95 396 143371 237 376 750 3781469772 1851 1999 2.159 23 2518 2720 2937 3 172 1243 1.268 1294 1127 1710 1798 1 BBB 1.980 2079 112 1.898 2012 2133 2 261 2397 1319 1.346 1161 1220 1 282 1348 1499 38 1.486 1641 1.811 2203 2.191 2666 3243 4801 2.653 3.380 4322 4861 4292 5743 10.063 102321725 6727 10835 17.449 45250 7040 Periods 6 Present Value of $1 1% 2% 3% 4% 5% 6% 8% 10% 12% 14% 16% 18% 20% 0.990 0.980 0.971 0.962 0.952 0.943 0.926 0.9090.893 0.877 0.862 0.847 0.833 0.9800.961 0.943 0.925 0.907 0.890 0.8570.826 0.797 0.769 0.743 0.7180.694 0.971 0.942 0.915 0.8890.864 0.840 0.7940.751 0.712 0.675 0.641 0.609 0.579 0.961 0.924 0.888 0.855 0.8230.792 0.735 0.683 0.636 0.592 0.552 0.516 0.482 0.951 0.906 0.863 0.822 0.784 0.747 0.681 0.621 0.567 0.519 0.476 0.437 0.402 0.942 0.888 0.837 0.790 0.746 0.705 0.630 0.564 0.507 0.4560.410 0.370 0.335 0.933 0.871 0.813 0.760 0.7110.665 0.583 0.513 0.4520.400 0.354 0.314 0.279 0.923 0.853 0.789 0.731 0.677 0.627 0.540 0.467 0.4040.3510.305 0.266 0.233 0.914 0.837 0.766 0.703 0.645 0.592 0.500 0.424 0.361 0.308 0.263 0.225 0.194 0.905 0.820 0.744 0.676 0.614 0.558 0.463 0.386 0.322 0.270 0 227 0.191 0.162 0.896 0.8040.722 0.650 0.585 0.527 0.429 0.350 0.287 0.237 0.195 0.162 0.135 0.887 0.788 0.701 0.625 0.557 0.497 0.397 0.319 0.257 0.208 0.168 0.137 0.112 0.879 0.773 0.681 0.601 0.530 0.4690.368 0.290 0.229 0.182 0.145 0.116 0.093 0.870 0.7580.661 0.577 0.505 0.442 0.340 0.263 0.205 0.160 0.125 0.099 0.078 0.861 0.7430 642 0.555 0.481 0.417 0.315 0.239 0.183 0.140 0.108 0.084 0.065 0.820 0.673 0.5540456 0.377 0.312 0.215 0.149 0.104 0.073 0.051 olo37 0.026 0.780 0.610 0.478 0.375 0.295 0 233 0.146 0.092 0.0590.038 0.024 0.0180.010 0.742 0.552 0.412 0.3080231 0.1740.099 0.057 0.033 0.0200012 0.007 0.004 0.872 0.453 0.30702080.142 0.097 0.048 0.022 0.0110.005 0.003 0.001 0.001 12 40 Requirements 1. How much out-of-pocket cash will you invest under the two options? 2. How much savings will you have accumulated at age 53 under the two options? 3. Explain the results. 4. If you let the savings continue to grow for nine more years (with no further out-of-pocket investments), under each scenario, what will the investment be worth when you are age 62

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