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You want to have $800,000 when you retire in 25 years. If you can earn 5% interest compounded monthly, how much would you need to deposit now into the account to reach your retirement goal?

User Ryu Kent
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Answer:

We can use the formula for the future value of an annuity to solve this problem. An annuity is a series of equal payments made at regular intervals. In this case, we are making a single lump-sum deposit now to grow into the desired future value.

The formula for the future value of a lump-sum deposit is:

FV = PV x (1 + r/n)^(n*t)

Where:

FV = future value

PV = present value (the amount to be deposited now)

r = annual interest rate (as a decimal)

n = number of times the interest is compounded per year

t = number of years

In this case, we want to find the present value (PV) required to grow into the future value (FV) of $800,000 in 25 years with an annual interest rate of 5% compounded monthly, so:

FV = $800,000

r = 5% = 0.05 (annual interest rate)

n = 12 (monthly compounding)

t = 25 (number of years)

Substituting these values into the formula, we get:

$800,000 = PV x (1 + 0.05/12)^(12*25)

Simplifying the exponent on the right-hand side, we get:

$800,000 = PV x (1.004167)^300

Dividing both sides by (1.004167)^300, we get:

PV = $800,000 / (1.004167)^300

Using a calculator or spreadsheet, we can evaluate this expression to find:

PV ≈ $267,227.92

Therefore, you would need to deposit approximately $267,227.92 now into the account to reach your retirement goal of $800,000 in 25 years with an annual interest rate of 5% compounded monthly.

User Wadkar
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