Unformatted text preview: 9. Future Value Annuity Factor, from Appendix B based on ______ years to target date and a projected average return on investment of ______ 10. Series of Annual Investments Required over Time line 8 4 line 9 Note 1: The “targeted financial goal” is the amount of money you want to accumulate by some target date in the future. Note 2: If you’re starting from scratch—i.e., there is no initial investment—enter zero on line 5, skip lines 6 and 7, and then use the total targeted financial goal (from line 1) as the amount to be funded from a savings plan; now proceed with the rest of the worksheet. Note 3: Taxes are not considered in calculations....
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This note was uploaded on 11/01/2011 for the course PERSONAL F PFP101 taught by Professor J.smith during the Fall '11 term at Lakehead.
- Fall '11