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Sam is retiring tomorrow He plans to withdraw $75,000 per year from his retirement savings every year for the next 30 years. How much money needs to be in his retirement account now to make this possible? Assume the account will continue to earn 7% compounded annually while he is in retirement. [In other words, he will withdraw $75,000 per year while the account continues to earn 7% on the remaining balance.

User Andreasl
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Final answer:

To find how much Sam needs in his retirement account now to withdraw $75,000 per year for 30 years at a 7% return, the present value of an annuity formula is used, taking into account the withdrawal amount, interest rate, and duration of the withdrawals.

Step-by-step explanation:

The task is to determine how much money Sam needs in his retirement account now to withdraw $75,000 per year for 30 years with an account compounding annually at 7%. This type of problem requires the use of the present value of an annuity formula, which is used in finance to calculate the amount needed today to fund a series of future withdrawals. The formula for the present value of an annuity is P = PMT × [(1 - (1 + r)^-n) / r], where P is the present value of the annuity, PMT is the annual withdrawal amount, r is the annual interest rate (as a decimal), and n is the number of years.

Using this formula, we will calculate the present value P by substituting PMT with $75,000, r with 0.07 (7%), and n with 30:

P = $75,000 × [(1 - (1 + 0.07)^-30) / 0.07]

Calculating with this formula will give us the amount Sam needs to have in his retirement savings to fulfill his plan.

User Edhnb
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