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4.2 Sinking


Instruction: Use the following tutorial to help introduce or reinforce the concept of Sinking Funds. Read through the introduction, then study and familiarize yourself with the definitions of terms. Next, use the incremental calculator to study each step of the process of determining Sinking Funds. Finally, use the calculator for examples to quiz yourself.

A sinking fund is a fund that is set up to up for a specific purpose at some future date. The periodic payment R required to accumulate a sum of S dollars over n periods with interest charged at the rate of i per period.. An example of a sinking fund would be a company that wants to save up enough money to by new computers. The company would want to have enough money to buy the new computers at a predicted time that their old computers would be obsolete. With the formula they know exactly how much money to put into an account periodically to reach their goal for new computers.


The following is the formula for the sinking fund value:
R = iS/((1+i)n-1)

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