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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

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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 $5,000.00 per year. Use the following tables to answer the questions about future value interest factors. Periods 8.00% 9.00% 3.00% 1.810 2.090 20 5.00% 2.653 3.386 6.00% 3.210 5.600 25 4.290 8.620 30 2.420 4322 4.061 6.848 10.062 14.785 21.724 5.740 7.690 13.260 35 2.810 5.510 20.410 40 3,260 7.040 10.280 31.410 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. Interest rate (Percent) Inflation-adjusted annual shortfall (Dollars) Funding the shortfall In addition to determining a realistic inflation 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 ega. Second, he recommends an Investment venide that is earning 6% annually Complete the following table using the Inflation-adjusted annual shortfall at 5% as previously calculated. Interest rate (Percent) 5 Amount of retirement funds required (Dollars) Description Amount of retirement fund required Annuel savings required to und nest egg 0 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 $5,000.00 per year. Use the following tables to answer the questions about future value interest factors. Periods 8.00% 9.00% 3.00% 1.810 2.090 20 5.00% 2.653 3.386 6.00% 3.210 5.600 25 4.290 8.620 30 2.420 4322 4.061 6.848 10.062 14.785 21.724 5.740 7.690 13.260 35 2.810 5.510 20.410 40 3,260 7.040 10.280 31.410 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. Interest rate (Percent) Inflation-adjusted annual shortfall (Dollars) Funding the shortfall In addition to determining a realistic inflation 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 ega. Second, he recommends an Investment venide that is earning 6% annually Complete the following table using the Inflation-adjusted annual shortfall at 5% as previously calculated. Interest rate (Percent) 5 Amount of retirement funds required (Dollars) Description Amount of retirement fund required Annuel savings required to und nest egg 0

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