Problema Solution

a 30 year old worker plans to retire at age 65. he believes that 500,000 is needed to retire comfortably. how much should be deposited now at 3.5% compounded monthly to meet the 500,000 retirement goal.

Answer provided by our tutors

P = ? the principal (the money that he should deposit)

r = 0.035 or 3.5% annual interest rate

t = 65 - 30 = 35 years

m = 12 compounding periods per year

i = r/m = 0.035/12 interest rate per period

n = t*m = 35*12 = 420 total number of compounding periods

A = $500,000 the future value


A = P(1 + i)^n


P = A/((1 + i)^n)


P = 500000/((1 + 0.035/12)^420)


P = $147,140.968


click here to see the step by step calculation


Click to see all the steps