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Financlal Planning Exercise 2 Calculating annual investment to meet retirement target Use Worksheet 14.1, Apgendix A and Appendox B to help Paul and Crystal Meyer,

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Financlal Planning Exercise 2 Calculating annual investment to meet retirement target Use Worksheet 14.1, Apgendix A and Appendox B to help Paul and Crystal Meyer, who'd like to retire in 20 years. Both have promising careers, and both make good money. As a result, they're willing to put aside whatever is necessary to achieve a comfortable lifestyle in retirement. Their current level of household expenditures (excluding savings) is around $77,000 a year, and they expect to spend even more in retirement; they think they'll need about 125 percent of that amount. (Nore: 125 percent equals a multiplier factor of 1.25 ). They estimate that their Soclal Security benefits will amount to $20,000 a year in today's dollars and theyil recelve another $33,000 annually from their company pension plans. They feel that future inflation will amount to about 3 percent a year, and they think they'll be able to earn about 6 percent on their investments before retirement and about 4 percent afterward. See Appendix A and Appendix 8 , Use Worksheet 14.1 to find out how big Paul and Crystal's investment nest egg will have to be. Round your answer to the nearest dollar. 5 How much they'li have to save annually to accumulate the needed amount within the next 20 years, Round your answer to the nearest dollar. 5 Financlal Planning Exercise 2 Calculating annual investment to meet retirement target Use Worksheet 14.1, Apgendix A and Appendox B to help Paul and Crystal Meyer, who'd like to retire in 20 years. Both have promising careers, and both make good money. As a result, they're willing to put aside whatever is necessary to achieve a comfortable lifestyle in retirement. Their current level of household expenditures (excluding savings) is around $77,000 a year, and they expect to spend even more in retirement; they think they'll need about 125 percent of that amount. (Nore: 125 percent equals a multiplier factor of 1.25 ). They estimate that their Soclal Security benefits will amount to $20,000 a year in today's dollars and theyil recelve another $33,000 annually from their company pension plans. They feel that future inflation will amount to about 3 percent a year, and they think they'll be able to earn about 6 percent on their investments before retirement and about 4 percent afterward. See Appendix A and Appendix 8 , Use Worksheet 14.1 to find out how big Paul and Crystal's investment nest egg will have to be. Round your answer to the nearest dollar. 5 How much they'li have to save annually to accumulate the needed amount within the next 20 years, Round your answer to the nearest dollar. 5

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