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Newman Bogut just received a signing bonus of $949,100. His plan is to invest th

ID: 2813485 • Letter: N

Question

Newman Bogut just received a signing bonus of $949,100. His plan is to invest this payment in a fund that will earn 11%, compounded annually.

If Bogut plans to establish the AB Foundation once the fund grows to $3,685,621, how many years until he can establish the foundation?

Instead of investing the entire $949,100, Bogut invests $278,900 today and plans to make 13 equal annual investments into the fund beginning one year from today. What amount should the payments be if Bogut plans to establish the $3,685,621 foundation at the end of 13 years?

Explanation / Answer

1.

Using financial calculator BA II Plus - Input details:

#

FV = Future Value =

-$3,685,621.00

PV = Present Value =

$949,100.00

I/Y = Rate =

11.0000000

PMT = Payment or coupon or regular payment / frequency =

$0.00

CPT > N = Total number of periods in years =

              13.00000

2.

Using financial calculator BA II Plus - Input details:

#

FV = Future Value =

-$3,685,621.00

PV = Present Value =

$278,900.00

I/Y = Rate / Frequency =

11.000000

N = Number of years x frequency =

13

CPT > PMT = Payment = Annual payment =

$99,290.79

Using financial calculator BA II Plus - Input details:

#

FV = Future Value =

-$3,685,621.00

PV = Present Value =

$949,100.00

I/Y = Rate =

11.0000000

PMT = Payment or coupon or regular payment / frequency =

$0.00

CPT > N = Total number of periods in years =

              13.00000