Principles of Finance

study guides for every class

that actually explain what's on your next test

Lump sum

from class:

Principles of Finance

Definition

A lump sum is a single payment of money, as opposed to multiple payments over time. It is often used in financial contexts where the time value of money is considered.

congrats on reading the definition of lump sum. now let's actually learn it.

ok, let's learn stuff

5 Must Know Facts For Your Next Test

  1. Lump sums are often compared to annuities, which involve a series of equal payments over time.
  2. The present value of a lump sum can be calculated using the formula PV = FV / (1 + r)^n, where PV is present value, FV is future value, r is the discount rate, and n is the number of periods.
  3. Receiving a lump sum today is generally more valuable than receiving the same amount in the future due to the time value of money.
  4. Lump sums are commonly used in scenarios like lottery winnings, retirement payouts, and settlements.
  5. When deciding between a lump sum and an annuity, factors such as interest rates, inflation, and individual financial needs must be considered.

Review Questions

  • What formula do you use to calculate the present value of a lump sum?
  • Why might someone prefer receiving a lump sum today rather than an equal amount spread over several years?
  • In what scenarios might you encounter lump sum payments?
© 2024 Fiveable Inc. All rights reserved.
AP® and SAT® are trademarks registered by the College Board, which is not affiliated with, and does not endorse this website.
Glossary
Guides