Question
Complete the following using a single worksheet. Please include entire excel spreadsheet as solution. A. If you were to contribute $5,500 per year for the
Complete the following using a single worksheet. Please include entire excel spreadsheet as solution.
A. If you were to contribute $5,500 per year for the next 35 years, how much would you accumulate in each of the above funds?
B. Build a model in the same worksheet so that it allows for less than annual investments (semi-annual, quarterly, monthly, daily). Your total annual investment will remain unchanged, but it may be made in smaller, but more frequent, amounts.
C. You are most concern about risk with the aggressive common stock fund. Set up a scenario analysis that shows your accumulated value (with annual investment) if interest rate should vary from: Worst Case - 3% Low Rate - 8% Expected - 11% Upswing - 13% Hit the Roof - 15% Create a scenario summary of your result (this could be on a separate worksheet)
D. Create a data table to show your accumulated value over a range of years (5 40 in increments of 2 years) and annual contribution ($5,000 $10,000 in increments of $500). Format your table to highlight areas less than $150,000, more than $200,000 and between $150,000 - $200,000.
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