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  • Perplex
    IB Math AAHL
    /
    Sequences & Series
    /

    Problem Bank

    [Maximum mark: 6]

    Sam wants to retire at age ​50. He plans to set up an annuity fund that will provide him with a monthly allowance of ​$3500​ for ​30​ years, starting when he retires.


    His financial advisor tells him he can expect to earn interest at an annual rate of ​7%, compounded monthly.

    1. Calculate how much Sam must have saved in his annuity fund by age ​50, in order to meet his retirement goal.

      [3]

      To earn a crown, get your answer ready before you reveal the options!

    Sam is currently ​27​ and has not started saving yet. He plans to save some part of his salary each month to contribute to his annuity fund.

    1. Find, to the nearest hundred, the amount Sam must save, each month, to meet his retirement goal.

      [3]

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