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Your great aunt left you $15,000 when she died. You can invest the money to earn 6.5% per year. If you spend $2,100 per year out of this inheritance, how long will the money last? Try to use an appropriate annuity formula, and make sure to clearly state any assumptions you make.

1 Answer

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Answer:

The money will last for approximately 10 years.

Step-by-step explanation:

Assuming the withdrawal to spend $2,100 is made at the end of each year, the relevant formula to use is therefore the formula for calculating the present value (PV) of an ordinary annuity as follows:

PV = P * [{1 - [1 / (1 + r)]^n} / r] …………………………………. (1)

Where;

PV = Present value of the inheritance left by your great aunt = $15,000

P = yearly withdrawal = $2,100

r = interest rate = 6.5%, or 0.065

n = number of years the money will last = ?

Substitute the values into equation (1) and solve for n as follows:

15,000 = 2,100 * [{1 - [1 / (1 + 0.065)]^n} / 0.065]

15,000 / 2,100 = {1 - [1 / 1.065]^n} / 0.065

7.14285714285714 = [1 - 0.938967136150235^n] / 0.065

7.14285714285714 * 0.065 = 1 - 0.938967136150235^n

0.464285714285714 = 1 - 0.938967136150235^n

0.938967136150235^n = 1 - 0.464285714285714

0.938967136150235^n = 0.535714285714286

Loglinearize both sides, we have:

n * log 0.938967136150235 = log 0.535714285714286

n = log 0.535714285714286 / log 0.938967136150235

n = -0.271066772286538 / -0.0273496077747564

n = 9.9112 years, or approximately 10 years

Therefore, the money will last for approximately 10 years.

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