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At the age 30 to save for retirement you decide to deposit $50 at the end of each month in an IRA THAT PAYS 5% compounded monthly. How much will you have in the IRA when you retire at 65?

User Frankish
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1 Answer

6 votes

Final answer:

The future value of an IRA with monthly deposits of $50 at a 5% annual interest rate compounded monthly for 35 years is $20,222.20.

Step-by-step explanation:

To calculate how much you would have in an IRA at retirement, we can use the future value of an annuity formula since you are making regular monthly deposits. The formula for the future value of an annuity compounded monthly is:

FV = P * [((1 + r/n)^(nt) - 1) / (r/n)]

Where:


  • P is the monthly deposit

  • r is the annual interest rate (expressed as a decimal)

  • n is the number of times the interest is compounded per year

  • t is the number of years the money is invested

Let's plug in your numbers:


  • P = $50

  • r = 0.05

  • n = 12 (monthly compounding)

  • t = 65 - 30 = 35 years

Thus, the future value of your annuity at retirement would be:

FV = 50 * [((1 + 0.05/12)^(12*35) - 1) / (0.05/12)]

By calculating this, we see the future value of your annuity at retirement is:

FV = $50 * [((1 + 0.0041667)^(420) - 1) / 0.0041667]

FV = $50 * [(2.68558 - 1) / 0.0041667]

FV = $50 * [404.444]

FV = $20,222.20

Your IRA would have $20,222.20 when you retire at 65, given a 5% return compounded monthly with $50 contributions every month for 35 years.

User Jvrdelafuente
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