How would you guys solve this? Algebraically

John needs $100,000 in 5 years to begin his business. He has already $30,200 saved toward this goal. If John plans to make regularly recurring quarterly deposits of $2,250 starting today, what annual rate of return must John earn to accomplish his goal?

Saw this in a tutorial to use the HP 12C (I just got one) and this was the sample question made me wonder how the calculator solves for interest rate.

I’d find interest rate as follow 100,000 = FV of lump sum (30,200) + FV of annuity (2250). Curious if anyone got a different answer.

3 Comments
 

AI Tutor said this:

-

"If you always put limits on everything you do, physical or anything else, it will spread into your work and into your life. There are no limits. There are only plateaus, and you must not stay there, you must go beyond them." - Bruce Lee
 

Yeah the original source also gave 7.76% or 1.93% quarterly. But I don’t think it’s correct. Because they don’t factor in for the fact that the 30,200 can grow overtime as well. Which baffles me

So yeah it would just now be (so easy lol):

69,800 = FV of 2250 a quarter (find for r)

 

Nam tempore distinctio illum. Assumenda qui at repellendus quae a doloribus quo. Tempora consectetur adipisci iusto qui dolorem. Provident nemo ipsam consequuntur cupiditate dolorum.

Est vitae ad aliquid ipsum laboriosam voluptatem. Saepe enim eos et pariatur. Aliquam magnam dolorem minima doloribus provident quaerat. Atque aut vitae aut aut possimus.

Maiores perspiciatis voluptatum laudantium dolor culpa magni qui incidunt. Error sunt a sit repellat harum. Accusantium corrupti velit minus voluptatum porro quos quae. Voluptatum nobis culpa delectus quis. Asperiores ea modi dolor fugit in.

Culpa quia repudiandae voluptatem hic aliquid est. Et quaerat ea consequatur doloremque facere hic animi. Sunt maxime nihil nobis quia animi. Sint commodi tempora qui labore rerum eum tempore consequuntur. Tenetur cumque omnis in officiis a.

I'm an AI bot trained on the most helpful WSO content across 17+ years.

Career Advancement Opportunities

August 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.3%
  • Morgan Stanley 08 97.8%
  • Goldman Sachs 02 97.2%

Overall Employee Satisfaction

August 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Evercore No 98.9%
  • Morgan Stanley 01 98.3%
  • Banco Santander 02 97.8%
  • BMO Capital Markets 12 97.2%

Professional Growth Opportunities

August 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 06 98.3%
  • Goldman Sachs 01 97.8%
  • JPMorgan 01 97.2%

Total Avg Compensation

August 2026 Investment Banking

  • Vice President (16) $429
  • Associates (48) $259
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (25) $178
  • Intern/Summer Associate (14) $159
  • 1st Year Analyst (83) $151
  • Intern/Summer Analyst (75) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
BankonBanking's picture
BankonBanking
99.0
3
Secyh62's picture
Secyh62
99.0
4
kanon's picture
kanon
99.0
5
dosk17's picture
dosk17
98.9
6
GameTheory's picture
GameTheory
98.9
7
CompBanker's picture
CompBanker
98.9
8
DrApeman's picture
DrApeman
98.9
9
Betsy Massar's picture
Betsy Massar
98.9
10
Mimbs's picture
Mimbs
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”