103k views
1 vote
Hassnein recently deposited $31,250 in a savings account paying a guaranteed interest rate of 2.4 percent for the next 10 years. Required: a. If Hassnein expects his marginal tax rate to be 22.00 percent for the next 10 years, how much interest will he earn after-tax for the first year of his investment? b. How much interest will he earn after-tax for the second year of his investment if he withdraws enough cash every year to pay the tax on the interest he earns? c. How much will he have in the account after 4 years? d. How much will he have in the account after 7 years? Note: For all requirements, do not round intermediate calculations and round your final answers to the nearest whole dollar amount.

1 Answer

6 votes

Final answer:

a. The after-tax interest for the first year of Hassnein's investment is $599.40. b. The after-tax interest for the second year, when Hassnein withdraws cash to pay the tax on the interest, is $1,202.71. c. After 4 years, Hassnein will have $34,157.86 in the account. d. After 7 years, Hassnein will have $36,890.37 in the account.

Step-by-step explanation:

a. To calculate the after-tax interest for the first year of Hassnein's investment, we need to multiply the interest rate by 1 minus the marginal tax rate. The after-tax interest for the first year is calculated as follows: $31,250 * (0.024 * (1 - 0.22)) = $599.40.

b. For the second year, Hassnein will withdraw enough cash to pay the tax on the interest. So the after-tax interest for the second year is calculated as follows: ($31,250 + $599.40) * (0.024 * (1 - 0.22)) = $1,202.71.

c. To calculate the amount in the account after 4 years, we need to calculate the compound interest. The formula to calculate compound interest is: A = P(1+r/n)^(nt), where A is the amount, P is the principal (initial amount), r is the annual interest rate, n is the number of times interest is compounded per year, and t is the number of years. So the amount in the account after 4 years is given by: $31,250 * (1 + 0.024/1)^(1*4) = $34,157.86.

d. Similarly, to calculate the amount in the account after 7 years, we use the same formula: $31,250 * (1 + 0.024/1)^(1*7) = $36,890.37.

User Vladernn
by
7.5k points