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Your uncle has $475,000 and wants to retire. He expects to live for another 25 y

ID: 2650368 • Letter: Y

Question

Your uncle has $475,000 and wants to retire. He expects to live for another 25 years, and he also expects to earn 8.5% on his invested funds. How much could he withdraw at the beginning of each of the next 25 years and end up with zero in the account? Your uncle has $475,000 and wants to retire. He expects to live for another 25 years, and he also expects to earn 8.5% on his invested funds. How much could he withdraw at the beginning of each of the next 25 years and end up with zero in the account? Your uncle has $475,000 and wants to retire. He expects to live for another 25 years, and he also expects to earn 8.5% on his invested funds. How much could he withdraw at the beginning of each of the next 25 years and end up with zero in the account?

Explanation / Answer

Answer:

Calculation of Withdrawals using present value of Annuity due formula :

Present value =P +P *[1-{(1+r)^(-n+1)} /r]

Present value = $475000

P = Annual Withdrawal Amount

r= rate on interest =8.5% =0.085

n= Number of years =25

Hence :

475000 =P +P *[1-{(1+0.085)^(-25+1)} /0.085]

P +P *[(1-0.1411518) /0.085] =475000

P +P* 10.1041 =475000

11.1041 P =475000

P = 475000 /11.1041

=$42776.99

Hence Uncle can withdraw $42776.99 Per year