Answered step by step
Verified Expert Solution
Link Copied!

Question

1 Approved Answer

Continuing Case 43. Retirement Income Forecast Jamie Lee and Ross, now 57 and stil very active, have plenty of time on their hands now that

image text in transcribed
image text in transcribed
image text in transcribed
image text in transcribed
Continuing Case 43. Retirement Income Forecast Jamie Lee and Ross, now 57 and stil very active, have plenty of time on their hands now that the triplets are away at college. They both realized that time has just flown by; over twenty-four years have passed since they married! Looking back over the past years, they realized that they hove worked hard in their careers, Jamie Lee as the proprietor of a cupcake cafe and Ross, self-employed as a web-page designer. They have enjoyed raising their family and strived to be financially sound as they are looking to retirement that is just around the come. They saved regulatly and invested wisely over the years. They rebounded nicely from the economic crisis over the past few years, as they watched their investments closely and adjusted their strategles when they feit it necessary. They purchase vehicles with cash and do not carry credit card balances, choosing instead to use them for convenience only. The triplets are pursuing their master's degrees and hove fuition covered through work/study programs at the Jamie Lee and Ross are just a few short years from realiting their goals of retiring at 65 and purchasing a home at the beacht They are reviewing their financial situation to ensure they will be ready for retirement. They anticipate being able to live comfortably With 80% of their current expenses. The rate of return on their investments untif they retire is 5%. They expect this percentage to drop to 4% after retirement. Use this information, along with Exhbit 1 - A. Exhibit 18, and the information provided below to determine the annual deposit amount Jamie Lee and Ross will need to make until they retire in order to make up the shortfall between their estimated expenses and income needed during retirement. Each answer must have a value for the assignment to be complete. Enter "O" for any unused categoties. Current Expense Amounts (Lamie Lee and Ross Combined) Fixed expenses: $4,800/month Variable expenses: $2,700/ month Estimated income Amounts (Jamie Lee and Ross Combined) Social 5 ecurity: $2,850/ month Current IRA balance: $86,000 Estimated IRA withdrawal: $400/month Other investments: $35,400 year Estimated Income Amounts (Jamie Lee and Ross Combined) Social Security: $2,850/ month Current IRA balance: $86,000 Estimated IRA withdrawal: $400/ month Other investments: $35,400 year Exhibit 1 -A ruture Velue (Cempounded Sum) of st after a Civen Number of Time Pariate Exhibit 1-8 Future value (Compounded Sum) of 31 Paid th ot the End of Each Period for a civen Number of Time Fenieds (an Arituity)

Step by Step Solution

There are 3 Steps involved in it

Step: 1

blur-text-image

Get Instant Access to Expert-Tailored Solutions

See step-by-step solutions with expert insights and AI powered tools for academic success

Step: 2

blur-text-image

Step: 3

blur-text-image

Ace Your Homework with AI

Get the answers you need in no time with our AI-driven, step-by-step assistance

Get Started

Recommended Textbook for

Financial Management Principles And Practice

Authors: Timothy Gallagher

7th Edition

0996095462, 978-0996095464

More Books

Students also viewed these Finance questions