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Edward Fowler borrowed $97,230 on March 1,2023. This amount plus accrued interest at 10% compounded semiannually is to be repaid March 1,2023. To retire this debt, Edward plans to contribute to a debt retirement fund five equal amounts starting on March 1, 2028 and for the next 4 years. The fund is expected to earn 9% per annum

User Esmit
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Final answer:

The question involves calculating the future value of a loan with compound interest and determining the amount to contribute to a retirement fund to pay off the debt, using compound interest and annuity formulas.

Step-by-step explanation:

The scenario in question involves Edward Fowler who borrowed a sum of $97,230 with an interest rate of 10% compounded semiannually. This debt is planned to be retired by contributing to a debt retirement fund with five equal payments starting from March 1, 2028, earning an annual rate of 9%. To solve this problem, one needs to understand the concept of compound interest and how it applies to both the growth of the retirement fund and the accumulation of debt.

To calculate the future value of Edward's loan, the formula for compounded interest needs to be applied: Future Value = Principal * (1 + Rate/N)^(N*T), where Principal is the initial amount borrowed, Rate is the annual interest rate, N is the number of times interest is compounded per year, and T is the time in years.

Similarly, to determine the amount necessary to retire the debt, one would use the future value of an annuity formula, considering the 9% interest earned on the retirement fund contributions. The specific calculations would require additional information such as the exact number of compounding periods before the first contribution and the amount of each contribution.

User Fede Mika
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