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What lump sum should be deposited in an account that will earn at an annual rate 12%, compounded quarterly, to grow to 180,0000 for retirement in 35 years

User Pinwheeler
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Final answer:

To have $180,000 in 35 years in an account with an annual interest rate of 12%, compounded quarterly, one would need to deposit approximately $3,229.08 initially.

Step-by-step explanation:

To determine the lump sum that should be deposited in an account with a 12% annual interest rate, compounded quarterly, to grow to $180,000 in 35 years, we use the compound interest formula:

A = P(1 + r/n)nt

Where:

  • A is the amount of money accumulated after n years, including interest.
  • P is the principal amount (the initial lump sum).
  • r is the annual interest rate (decimal).
  • n is the number of times that interest is compounded per year.
  • t is the time the money is invested for in years.

In this case:

  • A = $180,000
  • r = 12% or 0.12
  • n = 4 (since the interest is compounded quarterly)
  • t = 35 years

Rearranging the formula to solve for P (the principal amount), we get:

P = A / (1 + r/n)nt

Substituting the given values and calculating P gives us:

P = $180,000 / (1 + 0.12/4)4*35

Now, we calculate the denominator:

(1 + 0.12/4)4*35 = (1 + 0.03)140

Calculating this exponent on a calculator, we get:

P = $180,000 / (approximately 55.7527)

So, the initial lump sum to be deposited is approximately:

P ≈ $3,229.08

User Arismendi
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