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Retirement Planning
Chapter 2: Retirement Planning: The Accumulation Phase/ANNUITY METHOD: PRACTICE PROBLEM # 2
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Chapter Study Session

Chapter 2: Retirement Planning: The Accumulation Phase

ANNUITY METHOD: PRACTICE PROBLEM # 2

01.Core Concepts

Riley is 47 years old and is concerned about retirement. She wants to know how much she should have accumulated by the time she wants to retire, assuming: 1. She earns $80,000 2. She wants to assume a 75% WRR with $20,000 of Social Security at age 62 3. Retirement begins in 15 years 4. Retirement will last 33 years 5. Investment returns of 8% 6. Inflation of 3%