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You are planning for a very early retirement. You would like to retire at age 40 and have enough money saved to be able to

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You are planning for a very early retirement. You would like to retire at age 40 and have enough money saved to be able to withdraw $210,000 per year for the next 40 years (base family history, you think you will live to age 80) You plan to save by making 10 equal annual installments (from age 30 to age 40) into a fairly risky investment fund that you expect earn 10% per year. You will leave the money in this fund until it is completely depleted when you are 80 years old (Click the icon to view Present Value of S1 table) Click the icon to view Present Value of Ordinary Annuity of $1 table) (Click the icon to view Future Value of 51 table) (Cack the icon to view Future Value of Ordinary Annuaty of $1 table) Read the requirements Requirement 1. How much money must you accumulate by retirement to make your plan work? (Hint Find the present value of the $210,000 withdrawals ) (Round your final answe the nearest whole dollar) To make the plan work, you must accumulate this amount by retirement Requirement 2. How does this amount compare to the total amount you will withdraw from the investment during retirement? How can trise numbers be so different? Over the course of your retirement you will be withdrawing However, by age 40 you only need to have invested These numbers are different because OA You need to have the same amount accumulated as you will withdraw because you will not eam further interest on your investment when you reach retirement 4 OB. You need to have for more accumulated than what you wil withdraw because you will withdraw a large portion of the investment every year-the balance remansvested where it continues to earn 10% interest OC. You need to have far less accumulated than what you will withdraw because you only withdraw a portion of the investment every year the balance remains invested where it xa continues to earn 10% interest OD. None of the above 6% 7% Periods 1% 2% 3% 4% 5% 8% 9% 10% 12% 14% 15% 16% 18% 20% Period 1 0.990 0.980 0.971 0.962 0.952 0.943 0.935 0.926 0.917 0.909 0.893 0.877 0.870 0.862 0.847 0.833 Period 2 0.980 0.961 0.943 0.925 0.907 0.890 0.873 0.857 0.8420.826 0.797 0.769 0.756 0.743 0.718 0.694 Period 3 0.971 0.942 0.915 0.889 0.864 0.840 0.816 0.794 0.772 0.751 0.712 0.675 0.658 0.641 0.609 0.579 Period 4 0.961 0.9240.888 0.855 0.8230.792 0.763 0.735 0.708 0.683 0.636 0.592 0.572 0.552 0.516 0.482 Period 5 0.951 0.906 0.863 0.822 0.784 0.747 0.713 0.681 0.650 0.621 0.567 0.519 0.497 0.476 0.437 0.402 Period 6 0.942 0.888 0.837 0.790 0.746 0.705 0.6660.630 0.596 0.564 0.507 0.456 0.432 0.410 0.370 0.335 Period 7 0.933 0.871 0.8130.7600.711 0.665 0.623 0.5830.547 0.513 0.452 0.400 0.376 0.354 0.316 0.279 Period 8 0.923 0.853 0.789 0.731 0.677 0.627 0.582 0.540 0.502 0.467 0.404 0.351 0.327 0.305 0.266 0.233 Period 9 0.914 0.837 0.766 0.703 0.6450.592 0.544 0.500 0.460 0.424 0.361 0.308 0.284 0.263 0.225 0.194 Period 10 10.905 0.820 0.744 0.676 0.614 0.558 0.508 0.463 0.422 0.386 0322 0.270 0.247 0.227 0.1910.162 Period 11 0.896 0.8040.722 0.650 0.585 0.527 0.475 0.429 0.388 0.350 0.287 0.237 0.215 0.195 0.162 0.135 Period 12 0.887 0.7880.701 0.625 0,557 0.497 0.444 0.3970356 0.319 0.257 0.208 0.187 0.168 0.137 0.112 Period 13 0.879 0.773 0.6810 601 0.530 0.469 0.415 0.368 0.326 0.290 0.229 0.182 0.163 0.145 0.116 0.093 Period 14 0.870 0.7580.661 0.577 0.505 0.442 0.388 0.340 0.299 0.263 0.205 0.160 0.141 0.125 0.099 0.078 Period 15 0.861 0.7430.642 0.555 0.481 0.417 0.362 0315 0275 0.239 0.183 0.140 0.123 0.108 0.084 0.065 Period 16 0.853 0.7280.623 0.534 0.458 0.394 0.3390.292 0.252 0.218 0.163 0.123 0.107 0.093 0.071 0.054 Period 17 0.844 0.714 0.605 0.513 0.436 0.371 0.3170 2700 2310.198 0.146 0.108 0.093 0.080 | 0.060 0.045 Period 18 0.836 0.7000.587 0.494 0.416 0.350 0.296 0.250 0 212 0.1800.130 0.095 0.081 0.069 0.051 0.038 Period 19 0.828 0.686 0.570 0.475 0.396 0.331 0.2770.232 0.194 0.164 0.116 0.083 0.070 0.060 0.043 0.031 Period 20 0.820 0.673 0.5540456 0.377 0.312 0.258 0215 0.178 0.149 0.104 0.073 0.081 0.051 0.037 0.026 Period 21 0.811 0.660 0.538 0.439 0.359 0.294 0.242 0.199 0.1640.135 0.093 0.064 0.053 0.0440031 0.022 Period 22 0.803 0.647 0.522 0.422 0.342 0.278 0.226 0.184 0.150 0.123 0.083 0.056 0.046 0.038 0.026 0.018 Period 23 0.795 0.634 0507 0.406 0.3260.262 0211 0.170 0.138 0.112 0.074 0.049 0.040 | 0.033 0022 0.015 Period 24 0.788 0.622 0.492 0.3900 3100 247 0.197 0.158 0.1280.102 0.066 0043 0 035 0.028 0.0190 013 Period 25 zal Bin 70 276 Present Value of Ordinary Annuity of S1 Periods 1% 2% 3% 4% 5% 6% 7% 8% 9% 10% 12% 14% 15% 16% 18% 20% Period 1 0.990 0.980 0.971 0.962 0.952 0.943 0.935 0.926 0.917 0.909 0,893 0.877 0.870 0.862 0.847 0.833 Period 2 1.970 1.942 1.9131886 1.859 1.833 1.808 1.783 1.759 1.736 1.6901.647 1.626 1.605 1.566 1.528 Period 3 2.9412.884 2.829 2775 2723 2.673 2.624 2.577 2.531 2.487 2.40223222283 2.246 2 174 2. 106 Period 4 3.902 3.808 3.717 3.630 3.546 3.465 3.387 3312 3.240 3.170 3.037 2.914 2.855 2.798 2.690 2.589 Period 5 4853 4713 4580 4.452 4.329 4212 4.100 3.993 3.890 3.791 3.605 3.433 3.352 3.274 3.127 2.991 Period 6 5.795 5.601 5.417 5.242 5.076 4.917 4.767 4.623 4.486 4355 4.111 3.8893.784 3.685 3.498 3.326 Period 7 6.728 6.472 6.230 6,002 5786 5.582 5,389 5.206 5,033 4868 4.564 4.288 4.160 4039 3.812 3.605 Period 8 7.652 7.325 7.020 6.7336.463 6210 5.971 5.7475.535 5.335 4.9684.639 4.487 4.344 4.0783.837 Period 9 8.566 8.162778674357 108 6.802 6.515 6 247 5.9955.759 5.3284.946 4.7724.607 4.303 4.031 Period 10 9.471 8.983 8.530 8.111 7722736070246.710 6.418 6.145 5.6505.216 5.019 4.833 4.494 4. 192 Period 11 10.368 9.787 9.2538.760 8.3067 8877499 7 1396 805 6.495 5.938 5.453 5234 5.029 4.656 4.327 Period 12 11 255 10575 9.954 9.385 8.863 8.384 7.943 7536 7.1616.814 6.1945.660 5.421 5.19747934439 Period 13 12.134 11.348 10.635 9.988 9.3948.853 8.358790474877 103 6.424 5.842 5.583 5 342 4.910 4.533 Period 14 13.004 12.106 11.296 10563 9,899 9.295 8.745 8.2447 786 73676.628 6.002 5.724 5.4685.008 4.611 Period 15 13.865 12 849 11.938 11.118 10.380 9.7129.108 8.559 8.061 7.6066.811 6.142 5.8475.57550924 675 Period 16 14.718 13.578 12.561 11.652 10.838 10.106 94478 851 8.313 7.8246.9746 265 5.954 5.6695.162 4.730 Period 17 15.582 14.292 13.166 12.166 1127410.477 9763 9.122 8544 8.0227 1206.373 6047 5.7495 222 4.775 Period 18 16,398 14.992 13.7541265911.69010 828 10.05993728.756 8 2017 250 6.4676.128 5.818 5.273 4812 Period 19 17.226 15 6781432413.13412085 11.158 10.336 9.604 8.95083657.3666.550 6.198 5.87753164.844 Period 20 18.046 16 351 14877 13590 12 462 11.470 10 594 9.818 9.129 851474696.623 6.259 592953534870 Period 21 18.857 1701115415 14.029 1282111764 10 836 10.017 9292 8.64975626.687 6.3125 973 53844891 Period 22 19.660 17 658 15,9371445113.163 12.042 11 061 10.2019 442 87727.645 6.7436 359 6.011 5.410 4.909 Period 23 20 456 18 292 16.44414857 13.489 12 303 11 272 10.371 95808 8837.7186.792 6.399 6.044 5.432 4925 Period 24 21 243 18.914 16.936 15.247 13.799 12 550 11.489 10.529 9.707 8.9857.784 6 835 6.434 6073 Period 25 22.023 19.52317413 15 6221409412783 11.85410675 9.823 907778436.873 6.4646 09754674.948 5.451 4.937 Period 26 22.795 20.121 17 877 15.983 14 375 13.003 11 826 10 8101 9929 A 11 7 RORO 401 Bon RO ence 5% 6% Periods Period 1 Period 2 Period 3 Period 4 Period 5 Period 6 Period 7 Period 8 Period 9 Period 10 Period 11 Period 12 Period 13 Period 14 Period 15 Period 16 Period 17 Period 18 Period 19 Period 20 Period 21 Period 22 Period 23 Period 24 Period 25 Future Value of $1 1% 2% 3% 4% 7% 8% 9% 10% 12% 14% 15% 1.010 1.020 1.030 1.040 1.050 1.060 1.070 1.080 1.090 1.100 1.120 1.140 1.150 1.020 1.040 1.061 1.0821.103 1.124 1.145 1.166 1.188 1.210 1.254 1.300 1.323 1.030 1.061 1.093 1.125 1.1581.191 1.225 1.260 1.295 1.331 1.405 1.482 1.521 1.041 1.0821.126 1.1701216 1.262 1.311 1.360 1.4121.464 1.574 1.689 1.749 1.051 1.104 1.159 1.217 1.276 1.338 1.403 1.469 1.539 1.611 1.762 1.925 2011 1.062 1.126 1.194 1.265 1.340 1.419 1.501 1.587 1.677 1.772 1.974 2.1952.313 1.072 1.149 1.2301.316 1.407 1.504 1.606 1.7141.828 1.949 2.211 2.502 2.660 1.083 1.1721.267 1.369 1.4771.594 1.7181.851 1.993 2.144 2.476 2.853 3.059 1.094 1.195 1.305 1.423 1.551 1689 1.8381.999 2.172 2.358 2773 3.252 3.518 1.105 1.219 1.344 1.480 1.629 1.791 1.967 2.159 2.367 2.594 3.106 3.707 4.046 1.116 1.243 1.384 1.539 1.710 1.898 2.105 2.3322.580 2.853 3.479 4.226 4.652 1.1271.268 1.426 1.601 1.796 2.012 2.252 2.518 2.813 3.138 3.896 4.818 5.350 1.138 1.2941.469 1.665 1.886 2.133 2410 2.720 3.066 3.452 4.363 5.492 6.153 1.149 1.319 1.513 1.732 1.980 2.261 2.579 2.937 3.342 3.798 4.887 6.261 7.076 1.161 1.346 1.558 1.801 2.079 2.3972.759 3.1723.642 4.1775.474 7 138 8.137 1.173 1.373 1.605 1.873 2.183 2.540 2.952 3.426 3.970 4.595 6.130 8.137 9.358 1.1841.400 1.653 1.948 2.292 2.693 3.159 3.700 4.328 5.054 6.866 9.276 10.76 1.196 1.428 1.702 2.026 2407 2.854 3.380 3.9964.717 5.560 7.690 10.58 12.38 1 208 1.4571754 2.107 2.527 3.026 3.6174316 5.142 6.116 8.613 12.06 1423 1220 1.486 1.806 2.1912.653 3 2073.870 4661 5.604 6.727 9.646 13.74 16.37 1 232 1.516 1.860 2.279 2.786 3.400 4.1415.034 6.109 7.400 10.80 15.67 18.82 1245 1.546 1.916 2.370 2.925 3.604 4.430 5.4376.659 8.140 12.10 17.86 21.64 1.257 1.5771.9742.465 3.0723.820 4.741 5.871 | 7.258 8.954 13.55 20.36 24.89 1270 1.608 20332563 3.225 4.049 5.072 6.341 7.911 9.850 15.18 23 21 28.63 1 282 1 41 26 2004 2 200 09 2 1% 3% 4% 5% 8% Future Value of Ordinary Annuity of $1 Periods 2% 6% 7% 9% 10% 12% 14% 15% Period 1 1.000 1.000 1.000 1.000 1.000 1.000 1.000 1.000 1.000 1.000 1.000 1.000 1.000 Period 2 2010 2020 2030 2040 2050 2.060 2.070 2.080 2090 2.100 2.120 2.140 2.150 Period 3 3.030 3.0603.091 3.122 3.153 3.184 3.215 3.246 3.278 3.310 3.374 3.440 3.473 Period 4 4.060 4.122 4.1844.246 4.310 4.375 4.440 4.506 4.573 4.641 4.779 4.921 4.993 Period 5 5.101 5.204 5.309 5.416 5526 5.637 5.7515.8675.985 6.105 6.353 6.610 6.742 Period 6 6.152 6.308 6.468 6.633 6.802 6.9757 1537.336 7523 7.716 8.115 8.536 8.754 Period 7 7.214 7.434 7.662 7.898 8.142 8.394 8.654 8.9239.2009.487 10.09 10.73 11.07 Period 8 8.286 8.5838.8929.214 9.549 9.897 10.260 10.64 11.03 11.44 12.30 13.23 13.73 Period 9 9.369 9.755 10.16 10.58 11.03 11.49 11.98 12.49 13.02 13.58 14.78 16.09 16.79 Period 10 10 46 10.95 11.46 12.01 12:58 13.18 13.82 14.49 15.19 15.94 17.55 19.34 20.30 Period 11 11.57 12.17 12.81 13.49 14 21 14.97 15.78 16.65 17.56 18.53 20.65 23.04 24 35 Period 12 12.68 13.41 14.19 15.03 15.92 16.87 17.8918.98 20 14 21.38 24 13 27 27 29.00 Period 13 13.81 14.68 15.62 1663 1771 18.88 20.14 21.50 22.95 24.52 28.03 32.09 34.35 Period 14 14.95 15.97 17.09 18.29 19.60 21.02 22.55 24 21 26.02 27.98 32.39 37.58 40.50 Period 15 16.10 1729 18.60 20.02 21.58 23.28 25.13 27 15 29.36 31.77 37.28 43.84 47 58 Period 16 17 26 18.64 20.16 21.82 23.66 25.6727 89 30.32 33.00 35.95 42.75 50.98 55.72 Period 17 18.43 20.01 21.7623.70 25.84 28.21 30 84 33.75 36.97 40.54 48.88 59.12 | 65.08 Period 18 19,61 21.41 23.4125.65 28 13 30.9134.00 37 45 41.30 45.60 55.75 68.39 75.84 Period 19 20.81 2284 25.12 27.67 30.54 33.76 37 38 41.45 46.02 51.16 63.44 78.97 88 21 Period 20 22 02 24.30 26.87 29.78 33.07 36.79 41.00 45.76 51.16 5728 72.05 91.02 102.4 Period 21 23 24 25.7828.68 31.97 35.72 39.99 44 87 50 42 56.76 64.00 81.70 104.8 118 8 Period 22 24.47 27 30 30.54 34 25 38.51 43 39 49 01 55 46 62 87 71.40 92 50 120.4 1376 Period 23 25.72 28.85 3245 | 36 62 41.43 47.00 53.44 60 89 69 53 79.54 104.6 138 3 159.3 Period 24 26.97 30.42 34.43 39.08 44.50 50.82 58.18 66.76 76.79 88.50 118 2 158.7 1842 Period 25 28 24 32 03 36 46 41 65 47.73 54.86 63.25 73.11 84.70 9835 1333 1819 212.8 Period 26 29.53 33.67 38.55 44.31 51.11 59.16 68 68 79.95 93.32 109.2 150 3 208 3 245.7 Requirement 1. How much money must you accumulate by retirement to make your plan work? (Hint. Find the present value of the $210,000 the nearest whole dollar) To make the plan work, you must accumulate this amount by retirement Requirement 2. How does this amount compare to the total amount you will withdraw from the investment during retirement? How can these nur Over the course of your retirement you will be withdrawing However, by age 40 you only need to have invested These numbers are different because OA. You need to have the same amount accumulated as you will withdraw because you will not earn further interest on your investment when y OB. You need to have far more accumulated than what you will withdraw because you will withdraw a large portion of the investment every year where it continues to earn 10% interest OC. You need to have far less accumulated than what you will withdraw because you only withdraw a portion of the investment every year-the continues to earn 10% interest OD. None of the above . ent to make your plan work? (Hint Find the present value of the $210,000 withdrawals.) (Round your final answer ment you will withdraw from the investment during retirement? How can these numbers be so different? all withdraw because you will not earn further interest on your investment when you reach retirement. withdraw because you will withdraw a large portion of the investment every year--the balance remains invested withdraw because you only withdraw a portion of the investment every year the balance remains invested where it

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