FIN 1035: RETIREMENT PLANNING
Factors Affecting Retirement Planning
Time Value of Money (“TVM”)
CPT – Compute key used to initiate financial calculation once all values are known and inputted.
N – Number of periods.
I/Y – Interest rate per period (consistent with N above).
P/Y – Number of payments per period (ie. annual, semi-annual, quarter, month, etc.)
C/Y – Compounding period (ie. annual, semi-annual, quarter, month, etc.)
PV – Present value (ie current value in today’s dollars equivalent to some future amount or income stream).
PMT – Amount of regular payment, either income or expense (only applicable for annuity questions).
FV – Future value (ie amount of money at some point in the future that is equivalent in today’s dollars to a current amount of money or income stream into the future).
Factor #1: Longevity
No Applicable Financial Calculations
Factor #2: Inflation
Factor #3: Rates of Return
Oliva has received 6% interest on a Guaranteed Investment Certificate (GIC) after 1 year. Her marginal tax rate is 48%. What is her after-tax rate of return?
Oliva also owns some shares in a publicly traded company. Coincidentally, she received a 6% rate of return on her investment in these shares after 1 year. Her marginal tax rate is 48%. What is her after-tax rate of return?
What is Oliva’s “real”, after-tax, rate of return if inflation is 3%?
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