How Many Annual Deposits Do You Need to Accumulate $30,000? | CFA Level 1 Exam Prep

How Many Annual Deposits Do You Need to Accumulate $30,000?

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Question

How many annual deposits of $1,500, beginning next year, would you need to make before you had accumulated $30,000, if the money earns 9% per year, compounded annually? Assume the account begins with a $0 balance.

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A. B. C. D. E.

C

On the BAII Plus, press 9 I/Y, 0 PV, 1500 PMT, 30000 +/- FV, CPT N. On the HP12C, press 9 i, 0 PV, 1500 PMT, 30000 CHS FV, n. Note that the HP12C will display 12 as the answer.

To calculate the number of annual deposits needed to accumulate $30,000, we can use the formula for the future value of an ordinary annuity:

FV=P×((1+r)n1r)FV = P \times \left( \frac{(1 + r)^n - 1}{r} \right)

Where: FV = Future value of the annuity P = Annual deposit amount r = Annual interest rate n = Number of deposits

In this case, the annual deposit amount (P) is $1,500, the annual interest rate (r) is 9% (0.09 as a decimal), and we want to accumulate $30,000 (FV). We need to find the value of n, the number of deposits.

Plugging in the values we know, the equation becomes:

30000=1500×((1+0.09)n10.09)30000 = 1500 \times \left( \frac{(1 + 0.09)^n - 1}{0.09} \right)

Now, let's solve for n.

(1+0.09)n10.09=300001500\frac{(1 + 0.09)^n - 1}{0.09} = \frac{30000}{1500}

(1+0.09)n1=20(1 + 0.09)^n - 1 = 20

Now, we can solve for n by taking the logarithm of both sides:

log(1+0.09)n=log21\log{(1 + 0.09)^n} = \log{21}

n×log(1+0.09)=log21n \times \log{(1 + 0.09)} = \log{21}

Dividing both sides by log(1+0.09)\log{(1 + 0.09)}:

n=log21log(1+0.09)n = \frac{\log{21}}{\log{(1 + 0.09)}}

Using a calculator, we can find the value of n to be approximately 14.01.

Therefore, the answer is A. 14.01.

You would need to make approximately 14.01 annual deposits of $1,500 to accumulate $30,000 in the account.