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You want to be able to withdraw 35,000 each year for 15 years your account earns 5% interest rate

How much do you need in your account at the beginning?


How much total money will you put out of the account?


How much money is interest?

User Raj Damani
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1 Answer

6 votes

Final answer:

To be able to withdraw $35,000 each year for 15 years with a 5% interest rate, you would need approximately $384,542.85 in your account at the beginning.

The total money put out of the account would be $525,000, and the interest would result in a loss of $140,457.15.

Step-by-step explanation:

To determine how much money you need in your account at the beginning to be able to withdraw $35,000 each year for 15 years with a 5% interest rate, you can use the formula for the present value of an annuity.

The formula is: PV = A * ((1 - (1+r)^(-n))/r)

( where PV is the present value or the initial amount you need, A is the annual withdrawal amount, r is the interest rate, and n is the number of years).

Plugging in the values, we get:

PV = $35,000 * ((1 - (1+0.05)^(-15))/0.05)

= $384,542.85

Therefore, you would need approximately $384,542.85 in your account at the beginning.

To calculate the total money you would put out of the account, you can simply multiply the annual withdrawal amount by the number of years:

Total money put out = $35,000 * 15

= $525,000

The amount of money that is interest can be calculated by subtracting the total money put out from the initial amount in your account:

Interest = $384,542.85 - $525,000

= -$140,457.15

Since the interest value is negative, it means that the total amount put out of the account is greater than the initial amount you need, resulting in a loss.

User Chesschi
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8.0k points