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Part 1 1.Find the future value of the following annuity due. Assume that interes

ID: 1135448 • Letter: P

Question

Part 1

1.Find the future value of the following annuity due. Assume that interest is compounded annually, there are n payments of R dollars, and the interest rate is i. R=15,000; i = 0.04; n=5

2. Find the interest rate for a $5000 deposit accumulating to $6100.95 , compounded quarterly for 5 years.

Part 2

1. Find the future value of an ordinary annuity if payments are made in the amount R and interest is compounded as given. Then determine how much of this value is from contributions and how much is from interest. R= 400; 6.26% intrest compunded semiannually for 10 years.

2. Find the future value of an ordinary annuity if payments are made in the amount R and interest is compounded as given. Then determine how much of this value is from contributions and how much is from interest. R=15,000; 4.9% Interest compounded quarterly for 14 years.

Explanation / Answer

Part 1

1)

Future Value of Annuity Due = (1+i) * PV * [ {(1+i)n -1} / i ]

Here PV = 15000, i = 0.04 and n 5

FV = (1+0.04) * 15000 * [ {(1+0.04)5 - 1} / 0.04 ]

      = 1.04 * 15000 * 5.41632256

      = 84,494.63

2)

FV = PV (1+i)n

Here, FV = 6100.95, PV = 5000 and n = 5 * 4 = 20

6100.95 = 5000* (1+i) 20

1.22019 = (1+i)20

(1.22019)(1/20) = (1+i)

1.01 = 1+ i

0.01 = i

Therefore, Interest rate = 0.01 * 4 i.e 0.04 or 4% compounded quarterly

Part 2

Future Value of an ordinary annuity = R * [ {(1+i)n - 1} / i ]

1)

Here, R = 400 , i = 6.26% / 2 = 3.13% , n = 10*2 = 20

FV = 400 * [ {(1+0.0313)20 - 1} / 0.0313]

      = 400 * 27.22854

      = 10,891.41

Amount from Contributions = R * no. of times

                                        = 400 * 20

                                        = 8000

Amount from Interest = Total Amount - Amount from contributions

                               = 10,891.41 - 8000

                               =2,891.41

2)

Here, R = 15,000 , i = 4.9% / 4 = 1.225% , n = 14*4 = 56

FV = 15,000 * [ {(1+0.01225)56 - 1} / 0.01225]

      = 15,000 * 79.79573

      = 1,196,935.95

Amount from Contributions = R * no. of times

                                        = 15000 * 56

                                        = 840,000

Amount from Interest = Total Amount - Amount from contributions

                               = 1,196,935.95 - 840,000

                               = 356,935.95