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Stephen purchases a retirement annuity that will pay him $3,000 at the end of every six months for the first eleven years and $400 at the end of every month for the next four years. The annuity earns interest at a rate of 3. 1% compounded quarterly. A. What was the purchase price of the annuity?

$0. 00
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b. How much interest did Stephen receive from the annuity?
$0. 00
Round to the nearest cent

1 Answer

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To calculate the purchase price of the annuity, we need to determine the present value of the future cash flows.

For the first eleven years, Stephen receives $3,000 every six months, which is equivalent to 2 payments per year. The interest rate is 3.1% compounded quarterly, so the effective interest rate per six-month period is (1 + 0.031/4)^2 - 1.

Using the formula for the present value of an annuity:

PV = Payment * [(1 - (1 + r)^(-n)) / r],

where PV is the present value, Payment is the periodic payment, r is the interest rate per period, and n is the number of periods.

Calculating the present value for the first eleven years:

PV1 = $3,000 * [(1 - (1 + 0.031/4)^(-2*11)) / (0.031/4)].

For the next four years, Stephen receives $400 per month, which is equivalent to 12 payments per year. The interest rate is 3.1% compounded quarterly, so the effective interest rate per month is (1 + 0.031/4)^3 - 1.

Calculating the present value for the next four years:

PV2 = $400 * [(1 - (1 + 0.031/4)^(-12*4)) / (0.031/4)].

To find the purchase price of the annuity, we sum the present values of both periods:

Purchase Price = PV1 + PV2.

Calculating the purchase price using the given information will provide the answer.
User Jeromy Anglim
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