4.02r - nth roots of complex numbers

4.02r - nth roots of complex numbers

Find every root of a complex equation wn=zw^n=z, give the roots in modulus-argument, exponential or cartesian form, and explain their regular polygon on an Argand diagram. The key is to include all the arguments of zz before dividing by nn.

Why there are n distinct roots

Why does w4=−16w^4=-16 have four complex solutions, rather than just the familiar pair suggested by a square root? One root is w=2eiπ/4w=2e^{i\pi/4}, because its fourth power has modulus 24=162^4=16 and argument 4×π4=π4\times\frac\pi4=\pi, so it equals −16-16.

Now rotate that root through π2\frac\pi2. When you take the fourth power, the extra angle becomes 4×π2=2π4\times\frac\pi2=2\pi, one complete turn, so the fourth power has not changed. Another quarter turn works again. Four different starting points have the same fourth power.

You already know

Every argument of a non-zero complex number differs from any other by an integer multiple of 2π2\pi. If w=ρeiϕw=\rho e^{i\phi}, then wn=ρneinϕw^n=\rho^n e^{in\phi}. A complex number's argument is undefined when the number is zero.

This makes “undo the power” different from dividing a single angle: first include every full turn that the power could have hidden.

An nth root

An nth root of a complex number zz is a complex number ww satisfying wn=zw^n=z, where nn is a positive integer. For example, 1+i1+i is a square root of 2i2i, since (1+i)2=2i(1+i)^2=2i. It is not a square root of −2i-2i.

To derive the complete list, let z=reiθz=re^{i\theta}, with r>0r>0, and write a root as w=ρeiϕw=\rho e^{i\phi}. Equating modulus and allowing every argument gives

ρn=randnϕ=θ+2kπ\rho^n=r \quad\text{and}\quad n\phi=\theta+2k\pi

Thus ρ=r1/n\rho=r^{1/n} and ϕ=(θ+2kπ)/n\phi=(\theta+2k\pi)/n.

All nth roots of a non-zero complex number

For r>0r>0, real θ\theta and positive integer nn, the nn distinct solutions of wn=reiθw^n=re^{i\theta} are

wk=r1/nei(θ+2kπ)/n,k=0,1,…,n−1w_k=r^{1/n}e^{i(\theta+2k\pi)/n},\qquad k=0,1,\ldots,n-1

Equivalently, replace the exponential by cos⁡((θ+2kπ)/n)+isin⁡((θ+2kπ)/n)\cos((\theta+2k\pi)/n)+i\sin((\theta+2k\pi)/n).

Not in the formula booklet: learn it.

Why the list stops there

The first nn angles are distinct: their differences are positive multiples of 2π/n2\pi/n smaller than 2π2\pi. Increasing kk by nn adds 2π2\pi to the root's angle, returning to the same point. Therefore other integer values of kk repeat this list.

All the roots have modulus r1/nr^{1/n}, and consecutive roots have angular separation 2π/n2\pi/n. For n≥3n\ge3, they are the vertices of a regular nn-gon centred at the origin. For n=2n=2, the two points are opposite ends of a diameter; for n=1n=1, there is just zz itself.

[DIAGRAM: asset_name: Four roots share one fourth power; asset_slug: h245_4_02r_fourth_roots_negative; caption: The four fourth roots of -16 have modulus 2 and are a quarter turn apart; description: Equal-scale Argand axes labelled Re and Im with origin O, a sage circle of radius 2 and a blue square whose four vertices have arguments pi/4, 3pi/4, 5pi/4 and 7pi/4. Each vertex is labelled with its exponential form 2 exp(i times its angle). A clay angle arc indicates separation pi/2. A side panel says each modulus becomes 16 and each fourth-power argument is pi modulo 2pi]
The four fourth roots of -16 have modulus 2 and are a quarter turn apart

The striking fact is that taking a power loses a regular pattern of directions: roots restore that pattern. If z=0z=0, the only root value is w=0w=0; the nn distinct-root result requires z≠0z\ne0.

Key idea

Take the positive nth root of the modulus, and divide every possible argument by nn; the roots are equally spaced around one circle.

The size and spacing come from different operations, so check them separately when interpreting an Argand diagram.

Finding the complete root list

Find one argument of the given number, add 2kπ2k\pi, divide the whole numerator by nn, and list nn distinct values.

A convenient interval such as [0,2π)[0,2\pi) makes the regular spacing easy to see. If a question fixes a different interval for arguments, move the final root angles into that interval by adding or subtracting full turns; do not change their moduli.

Worked example 1: cube roots

Question. Solve w3=8iw^3=8i, giving the roots in exponential form with arguments in [0,2π)[0,2\pi).

Plan. Write 8i=8eiπ/28i=8e^{i\pi/2}, take the cube root of 8, then divide three consecutive arguments by 3.

∣w∣=81/3=2cube root of the modulus3ϕ=π2+2kπall target argumentsϕ=π6+2kπ3divide the whole angle by 3ϕ=π6, 5π6, 3π2k=0,1,2\begin{aligned} |w|&=8^{1/3}=2 && \text{cube root of the modulus} \\ 3\phi&=\frac\pi2+2k\pi && \text{all target arguments} \\ \phi&=\frac\pi6+\frac{2k\pi}3 && \text{divide the whole angle by }3 \\ \phi&=\frac\pi6,\ \frac{5\pi}6,\ \frac{3\pi}2 && k=0,1,2 \end{aligned}

Why this step? The full turns are added before dividing; after cubing, each contributes a full turn to the target and leaves 8i8i unchanged.

Answer. w=2eiπ/6w=2e^{i\pi/6}, 2e5iπ/62e^{5i\pi/6} or 2e3iπ/22e^{3i\pi/2}.

Check. Their cubed arguments are π2\frac\pi2, 5π2\frac{5\pi}2 and 9π2\frac{9\pi}2, all equal to π2\frac\pi2 modulo 2π2\pi, and every cubed modulus is 8.

Worked example 2 changes only the required root order, from cube roots to fourth roots of the same number. Both the modulus root and the angular spacing must change.

Worked example 2: fourth roots of the same number

Question. Solve w4=8iw^4=8i, giving the roots in exponential form with arguments in [0,2π)[0,2\pi).

Plan. Keep the target argument π/2\pi/2, but divide its arguments by 4 and take the fourth root of 8.

∣w∣=81/4=23/4fourth root, not cube root4ϕ=π2+2kπall target argumentsϕ=π8+kπ2divide by 4ϕ=π8, 5π8, 9π8, 13π8k=0,1,2,3\begin{aligned} |w|&=8^{1/4}=2^{3/4} && \text{fourth root, not cube root} \\ 4\phi&=\frac\pi2+2k\pi && \text{all target arguments} \\ \phi&=\frac\pi8+\frac{k\pi}2 && \text{divide by }4 \\ \phi&=\frac\pi8,\ \frac{5\pi}8,\ \frac{9\pi}8,\ \frac{13\pi}8 && k=0,1,2,3 \end{aligned}

Why this step? Fourth powers identify directions separated by π/2\pi/2, so there are four roots even though the target is unchanged.

Answer. w=23/4eiπ/8w=2^{3/4}e^{i\pi/8}, 23/4e5iπ/82^{3/4}e^{5i\pi/8}, 23/4e9iπ/82^{3/4}e^{9i\pi/8} or 23/4e13iπ/82^{3/4}e^{13i\pi/8}.

Check. (23/4)4=8(2^{3/4})^4=8. The first root's fourth-power argument is π/2\pi/2, and each further root adds 2π2\pi to that argument.

These are applications of the general-root formula derived in the first part, which is not in the formula booklet. A compact formula with a stated integer range is a complete root list, but use the form the question requests.

Watch out

Wrong: ϕ=θ/n+2kπ\phi=\theta/n+2k\pi. All these angles name the same root. Right: ϕ=(θ+2kπ)/n=θ/n+2kπ/n\phi=(\theta+2k\pi)/n=\theta/n+2k\pi/n, so the spacing is 2π/n2\pi/n, not 2π2\pi.

The count is a useful final check: there must be exactly nn distinct roots of a non-zero target, each with the same positive modulus.

Giving roots in cartesian form

Once the roots' moduli and angles are known, convert each one using w=ρcos⁡ϕ+iρsin⁡ϕw=\rho\cos\phi+i\rho\sin\phi.

Exact cartesian form needs the exact trigonometric values, not rounded calculator coordinates. Check each quadrant before assigning the signs. Geometry can shorten the list: a square centred at the origin has opposite vertices that are negatives of one another.

Worked example 3: the fourth roots of minus sixteen

Question. Solve w4=−16w^4=-16, giving all roots in the form a+bia+bi, where aa and bb are exact real numbers.

Plan. Find the four modulus-argument roots, then use the exact values at odd multiples of π/4\pi/4.

−16=16eiπnegative real axis∣w∣=161/4=2fourth rootϕ=π4+kπ2k=0,1,2,3\begin{aligned} -16&=16e^{i\pi} && \text{negative real axis} \\ |w|&=16^{1/4}=2 && \text{fourth root} \\ \phi&=\frac\pi4+\frac{k\pi}2 && k=0,1,2,3 \end{aligned} w0=2(12+i2)=2+2 ifirst quadrantw1=2(−12+i2)=−2+2 isecond quadrantw2=−2−2 iopposite w0w3=2−2 iopposite w1\begin{aligned} w_0&=2\left(\frac1{\sqrt2}+\frac{i}{\sqrt2}\right)=\sqrt2+\sqrt2\,i && \text{first quadrant} \\ w_1&=2\left(-\frac1{\sqrt2}+\frac{i}{\sqrt2}\right)=-\sqrt2+\sqrt2\,i && \text{second quadrant} \\ w_2&=-\sqrt2-\sqrt2\,i && \text{opposite }w_0 \\ w_3&=\sqrt2-\sqrt2\,i && \text{opposite }w_1 \end{aligned}

Why this step? Opposite roots differ by π\pi, so both coordinates change sign. This avoids recalculating identical trigonometric magnitudes.

Answer. w=2+2 iw=\sqrt2+\sqrt2\,i, −2+2 i-\sqrt2+\sqrt2\,i, −2−2 i-\sqrt2-\sqrt2\,i or 2−2 i\sqrt2-\sqrt2\,i. These are the four vertices in the earlier diagram.

Check. (2+2 i)2=4i(\sqrt2+\sqrt2\,i)^2=4i, so its fourth power is (4i)2=−16(4i)^2=-16. The other roots square to 4i4i or −4i-4i, with the same fourth power.

Worked example 4 changes only the sign of the target. The radius remains 2, while every root angle rotates by π/4\pi/4.

Worked example 4: the fourth roots of positive sixteen

Question. Solve w4=16w^4=16, giving all roots in exact cartesian form.

Plan. Use target argument 0, then convert the four axis directions.

∣w∣=224=16ϕ=0+2kπ4=kπ2k=0,1,2,3wk=2(cos⁡kπ2+isin⁡kπ2)convert each rootw=2, 2i, −2, −2ifour axis directions\begin{aligned} |w|&=2 && 2^4=16 \\ \phi&=\frac{0+2k\pi}4=\frac{k\pi}2 && k=0,1,2,3 \\ w_k&=2\left(\cos\frac{k\pi}2+i\sin\frac{k\pi}2\right) && \text{convert each root} \\ w&=2,\ 2i,\ -2,\ -2i && \text{four axis directions} \end{aligned}

Why this step? A positive real target starts at angle 0, so the regular square is aligned with the axes rather than lying halfway between them.

Answer. w=2w=2, −2-2, 2i2i or −2i-2i.

Check. (±2)4=16(\pm2)^4=16, and (±2i)4=16i4=16(\pm2i)^4=16i^4=16. Four distinct values have been found.

The conversion formula ρ(cos⁡ϕ+isin⁡ϕ)\rho(\cos\phi+i\sin\phi) is assumed knowledge from the earlier complex-number lessons; it is not printed in the formula booklet.

Watch out

Wrong: w4=16w^4=16 has only w=±2w=\pm2. Those are all the real roots, but the question asks for all complex roots. Right: include ±2i\pm2i, because raising either to the fourth power also gives 16.

The opening question is now settled: w4=−16w^4=-16 has a square of four roots because the fourth-power map wraps their four directions onto the same direction.

Quick Recap

  • Write the target as reiθre^{i\theta}, with r>0r>0, and take r1/nr^{1/n} for each root's modulus.
  • Use arguments (θ+2kπ)/n(\theta+2k\pi)/n, for k=0,1,…,n−1k=0,1,\ldots,n-1.
  • The nn distinct roots are equally spaced by 2π/n2\pi/n; for n≥3n\ge3, they form a regular polygon centred at the origin.
  • Convert every root if cartesian form is requested, keeping exact values and the correct quadrant signs.

The four roots of the opening equation w4=−16w^4=-16 are 2+2 i\sqrt2+\sqrt2\,i, −2+2 i-\sqrt2+\sqrt2\,i, −2−2 i-\sqrt2-\sqrt2\,i and 2−2 i\sqrt2-\sqrt2\,i.