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1. Retrieve the file CFM0510P.XLS. Enter the appropriate financial function comm

ID: 2786320 • Letter: 1

Question

1. Retrieve the file CFM0510P.XLS. Enter the appropriate

   financial function command in cell B7 that solves the following problem: Susan Robinson is planning for her retirement. She is 30 years old today and would like to have $600,000 when she turns 55. She estimates that she will be able to earn a 9 percent rate of return on her retirement investments over time; she wants to set aside a constant amount of money every year (at the end of the year) to help achieve her objective. How much money must Robinson invest at the end of each of the next 25 years to realize her goal of $600,000 at the end of that time?

2. Invoke a copy command in cell B11 to fill cells B12 through

   B35.

3. Create a formula in cell C12 that solves for the total

   compound value of the retirement fund following the second

   ordinary annuity contribution.

4. Adapt the formula in cell C12 to cells C13 through C35.

   Hint: Invoke a copy command, being mindful of the issue of

   absolute versus relative cell addresses.

5. Verify that the dollar amount reported in cell C35 justifies

   the conclusion reported in cell D35.

6. In cell B37 compute the total ordinary annuity contributions

   made during the life of the retirement fund.

7. Enter the appropriate financial function command in cell B47

   that solves Problem 10 assuming annuity due contributions are

   planned.

8. In cell B48 compute the total annuity due contributions made

   during the life of the retirement fund.

The excel sheet is as follows:

SUSAN ROBINSON'S RETIREMENT FUND Financial objective: $600,000.00 Years until retirement: 25 Projected annual rate of return: 9.00% Ordinary annuity contribution: Age Annual Annuity Compound Value 31 $0.00 $0.00 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 54 55 Total contributions: Alternative Analysis: Annuity Due Financial objective: $600,000.00 Years until retirement: 25 Projected annual rate of return: 9.00% Annuity due contribution: Total contributions:

Explanation / Answer

HI,

Please follow the below steps

Answer Point - 1 :  =PMT($B$6,$B$5,0,$B$4,0)

Explanation Point 1 - this formula gives you the ordinary annuity occuring at he end of every period. the inputs in the formula goes as PMT(rate of interest, term,present value,future value,0 for ordinary annuity and 1 for annuity due)

Answer Point - 2 : =PMT($B$6,$B$5,0,$B$4,0) Drag the formula till B35 to get the results. the formula works as explained in the previous point

Answer Point - 3 : In cell C11 just copy the formula =B11. This will give you the annuity value for the first year. there will be no interest applied on this amount as the annuity is paid at the end of first year. the interest on this amount will be earned at the end of second year.

In cell C12 copy formula =C11*(1+$B$6)+B12

Answer Point - 4 : Drag the formula in C12 till C35. This will give you the desired compounded value.

Answer Point - 5 : C35 gives an amount of $600,000 which is the required objective after 25 years.

Answer Point - 6 : =SUM(B11:B35) It'll give you the total annuity contributions

Answer Point - 7 : =PMT($B$41,$B$40,0,$B$39,1) thisi will give you the annuity due contributions. please note that for this point I have considerred that you have $600,000 (financial objective) in cell B39, 25 (term) in cell B40 and 9% (rate) in cell B41.

Answer Point - 8 : =B47*B40 Total contribution can be found out by multiplying the annuity due calculated in cell B47 by the tenure in cell B40.

Good Luck!