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Assume that you have developed the next investment plan for your saving account

ID: 2422099 • Letter: A

Question

Assume that you have developed the next investment plan for your saving account (with an interest rate of 6% per year, compunded semiannually):

- Make eight annual deposits of X dollars each, starting now, making the last deposit at the end of year seven

- Make a deposit of $3000.00 at year 10

- Starting at year 12 make 8 consecutive equal annual withdrawals of $3000.00

a) draw the cash flow diagram

b) Determine the amount of the unknown deposits such as that the total money withdrawn is equvalent to the total money deposited

Explanation / Answer

Total money withdrawn is (3000X8=) $24000

Total money deposited = Total money withdrawn = $ 24000

At year 10 $3000 deposited, therefore remaining money deposited is (24000-3000=) $21000

Eight Equal annual deposit, thus yearly deposit = 21000/8 = $2625

Thus unknown deposit is $2625

a) cash flow diagram

Year Opening Bal Principal Withdrawal Interest Last Deposit Closing Bal 1st Half @3% 2nd Half @3% 1                      -   2,625.00                     -                  78.75                  81.11                      -        2,784.86 2         2,784.86 2,625.00                     -                162.30                167.16                      -        5,739.32 3         5,739.32 2,625.00                     -                250.93                258.46                      -        8,873.71 4         8,873.71 2,625.00                     -                344.96                355.31                      -      12,198.98 5      12,198.98 2,625.00                     -                444.72                458.06                      -      15,726.76 6      15,726.76 2,625.00                     -                550.55                567.07                      -      19,469.38 7      19,469.38 2,625.00                     -                662.83                682.72         2,625.00    26,064.93 8      26,064.93                -                       -                781.95                805.41                      -      27,652.29 9      27,652.29                -                       -                829.57                854.46                      -      29,336.31 10      29,336.31 3,000.00                     -                970.09                999.19                      -      34,305.59 11      34,305.59                -                       -            1,029.17            1,060.04                      -      36,394.80 12      36,394.80                -          3,000.00          1,001.84            1,031.90                      -      35,428.55 13      35,428.55                -          3,000.00              972.86            1,002.04                      -      34,403.45 14      34,403.45                -          3,000.00              942.10                970.37                      -      33,315.92 15      33,315.92                -          3,000.00              909.48                936.76                      -      32,162.15 16      32,162.15                -          3,000.00              874.86                901.11                      -      30,938.13 17      30,938.13                -          3,000.00              838.14                863.29                      -      29,639.56 18      29,639.56                -          3,000.00              799.19                823.16                      -      28,261.91 19      28,261.91                -          3,000.00              757.86                780.59                      -      26,800.36