i need to have the solutions for fi 580 personal finance course final project Document Preview: Estimating Future Retirement Needs Name(s) Date: I. Estimated Household Expenditures in Retirement: A. Approximate number of years to retirement B. Current level of annual household expenditures, excluding savings C. Estimated household expenses in retirement as a percent of current expenses D. Estimated annual household expenditures in retirement (B x C) II. Estimated Income in Retirement: E. Social security, annual income F. Company/employer pension plans, annual amounts G. Other sources, annual amounts I. Additional required income, or annual shortfall (D H) III. Inflation Factor: J. Expected average annual rate of inflation over the period to retirement Based on years to retirement (A) and an expected average annual rate of inflation (J) of . L. Size of inflation-adjusted annual shortfall (I x K) IV. Funding the Shortfall: M. Anticipated return on assets held after retirement N. Amount of retirement funds required size of nest egg (L / M) O. Expected rate of return on investments prior to retirement Based on years to retirement (A) and an expected rate of return investments of . Q. Annual savings required to fund retirement nest egg (N / P) Note: Parts I and II are prepared in terms of current (todays) dollars. H. Total annual income (E + F + G) K. Inflation factor (in Appendix A): P. Compound interest factor (in Appendix B): Note: You must provide note all of your assumptions. You are responsible for all formulas and properly using the worksheet. Attachments: course-projec.docx 2.xlsx 3.xlsx 5.xlsx; i need to have the solutions for fi 580 personal finance course final project Document Preview: Estimating Future Retirement Needs Name(s) Date: I. Estimated Household Expenditures in Retirement: A. Approximate number of years to retirement B. Current level of annual household expenditures, excluding savings C. Estimated household expenses in retirement as a percent of current expenses D. Estimated annual household expenditures in retirement (B x C) II. Estimated Income in Retirement: E. Social security, annual income F. Company/employer pension plans, annual amounts G. Other sources, annual amounts I. Additional required income, or annual shortfall (D H) III. Inflation Factor: J. Expected average annual rate of inflation over the period to retirement Based on years to retirement (A) and an expected average annual rate of inflation (J) of . L. Size of inflation-adjusted annual shortfall (I x K) IV. Funding the Shortfall: M. Anticipated return on assets held after retirement N. Amount of retirement funds required size of nest egg (L / M) O. Expected rate of return on investments prior to retirement Based on years to retirement (A) and an expected rate of return investments of . Q. Annual savings required to fund retirement nest egg (N / P) Note: Parts I and II are prepared in terms of current (todays) dollars. H. Total annual income (E + F + G) K. Inflation factor (in Appendix A): P. Compound interest factor (in Appendix B): Note: You must provide note all of your assumptions. You are responsible for all formulas and properly using the worksheet. Attachments: course-projec.docx 2.xlsx 3.xlsx 5.xlsx
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