ws_10.1 - 9 Future Value Annuity Factor from Appendix B...

Info iconThis preview shows page 1. Sign up to view the full content.

View Full Document Right Arrow Icon
DETERMINING AMOUNT OF INVESTMENT CAPITAL Financial goal: $ $ $ $ $ $ 1. Targeted Financial Goal (see Note 1) 2. Projected Average Return on Investments A. Finding a Lump Sum Investment: 3. Future Value Factor, from Appendix A based on ___________ years to target date and a projected average return on investment of __________ 4. Required Lump Sum Investment line 1 4 line 3 B. Making a Series of Investments over Time: 5. Amount of Initial Investment, if any (see Note 2) 6. Future Value Factor, from Appendix A based on ______ years of target date and a projected average return on investment of ______ 7. Terminal Value of Initial Investment line 5 3 line 6 8. Balance to Come from Savings Plan line 1 2 line 7
Background image of page 1
This is the end of the preview. Sign up to access the rest of the document.

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....
View Full Document

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.

Ask a homework question - tutors are online