Answered step by step
Verified Expert Solution
Link Copied!

Question

1 Approved Answer

Question 1 (20 marks) Alex is currently 35 years old and would like to retire at age 60 (i.e. 25 years later). He wants to

image text in transcribed
Question 1 (20 marks) Alex is currently 35 years old and would like to retire at age 60 (i.e. 25 years later). He wants to have enough saving when reaching 60 to support his post retirement life for 28 years (i.e. he expects he will die at around 88 years old). He would like to seek for your assistance in formulating his retirement plan. Required: 1. Based on the budget constructed, he estimated that he would spend $350,000 every year during his post retirement life. Assuming he could earn a 7% return per annum during his post retirement period, calculate how much retirement saving Alex needs to have when he reaches 60 years old. (4 marks) 2. At the moment Alex has a saving of $800,000. Assuming he could earn a 5% return per annum for the next 25 years: a. Would Alex have enough retirement saving at 60 as calculated per (2) above? b. If not, what is the approximate annual return Alex's saving needs to achieve if he wants to have enough retirement saving at 60 as calculated per (1) above? For this part, please use Appendices A to D to find out the approximate annual return. C. By using a financial calculator, calculate the exact annual return required if Alex would like to have enough retirement saving at 60 as calculated per (1) above. For this part, please use a financial calculator. (9 marks) 3. Alex would like to make use of his current saving of $800,000 plus contributing a fixed amount of annual saving at the end of the coming 25 years to achieve the retirement saving as calculated per (1) above. Calculate the annual saving Alex needs to contribute during the next 25 years, assuming both the saving of $800,000 and the annuity could earn a 5% return per annum.(7 marks)

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

An Introduction To Derivatives And Risk Management

Authors: Don M. Chance, Roberts Brooks

7th Edition

0324321392, 9780324321395

More Books

Students also viewed these Finance questions

Question

What is organizational flattening? Why is it practiced?

Answered: 1 week ago