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1, Bob would like to have $26,000 in 5 years to use as a down payment on a house

ID: 2382768 • Letter: 1

Question

1, Bob would like to have $26,000 in 5 years to use as a down payment on a house. He plans on depositing an equal of money at the end of every month to save for this goal. If Bob can earn 6% interest per year(0.5% interest per month) what must he save per month to achieve this goal?

2. Sue has $24,000 to use as a down payment on a house and can afford to pay $800 per month for a mortgage. If the interest rate on a 15 year mortgage is 4.5% (this is an APR). What is the highest price house she can afford using a 15 year mortgage?

3, Larry would like to retire in 30 years. He estimates that he would need $2.1 million in order to retire. He is planning on depositing $1800 per month into his retirement account. What nominal interest rate would he need to earn in order to achieve his goal?

Explanation / Answer

Ans :

FV=A[ {(1+k)n -1}/k]

Where FV= Future value of annuity after n periods

A= periodic deposit

k= interest per period

n= duration of annuity

FV=26,000

k=0.5%

n=60

26,000= A[ {(1+.005)60- 1}/0.005

Or, 26,000= A[ {(1.35-1}/.005]

Or, 26,000 = 70A

Or A=371.43

Formula for finding present value of the mortgage

P = L[c(1 + c)n]/[(1 + c)n - 1]

Where P = monthly payment

L= total loan

C= monthly interest rate

N= no of months

Now P=800

N=180

C=4.5/12=0.375%

800= L [0.00375(1.00375)180]/[(1.00375)180-1]

Or , 800=L *0.0076

Or L = 800/0.0076=104,624

So the current value of the Mortgage loan is $104,624

Sue has $24,000 for down payment.

So Sue can afford a housing of value $128,624

FV=A[ {(1+k)n -1}/k]

Where FV= Future value of annuity after n periods =2,100,000

A= periodic deposit=$1800

k= interest per period=required

n= duration of annuity=360

so,

2,100,000= 1800[ {1+k)360-1}/k]

K=0.565 per month

=6.78% per annum

So require interest rate for Larr’s annuity is 6.78% per annum