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11. The Johnsons have accumulated a nest egg of $15,000 that they intend to use

ID: 2775869 • Letter: 1

Question

11. The Johnsons have accumulated a nest egg of $15,000 that they intend to use as a down payment toward the purchase of a new house. Because their present gross income has placed them in a relatively high tax bracket, they have decided to invest a minimum of $1300/month in monthly payments (to take advantage of the tax deduction) toward the purchase of their house. However, because of other financial obligations, their monthly payments should not exceed $1600.

A) If local mortgage rates are 8.5%/year compounded monthly for a conventional 30-year mortgage, what is the price range of houses they should consider? (Round your answers to the nearest cent.)
least expensive    $
most expensive    $

B) What If the Johnsons decide to secure a 15-year mortgage instead of a 30-year mortgage, what is the price range of houses they should consider when the local mortgage rate for this type of loan is 8%/year compounded monthly? (Round your answers to the nearest cent.)
least expensive    $
most expensive    $

Explanation / Answer

a is more expensive than b

a.We know that monthly payment can be made $1300

Number of months   = 30 Years *12 = 360

Interest rate = 8.5% Yearly = 8.5% /12 = 0.00708 monthly

Down payment = $15000

Hence we can calculate the Present value of the total payments and that shall be value of the house they should consider

Present value formula =

PV = P*[{1- (1+r)^(-n)}/r]

Here

P = monthly payment = $1300

n = Number of months   = 30 Years *12 = 360

r= Interest rate = 8.5% Yearly = 8.5% /12 = 0.00708monthly

Hence PV = 1300*[{1- (1+0.00708)^(-360)}/ 0.00708]

= 1300*[0.9211194/ 0.00708]

= 1300*130.10160

=$169132.0881

Price range of the House they should consider = 169132.0881 + 15000 = $1,184,132.0881

b.

We know that monthly payment can be made $1300

Number of months   = 15 Years *12 = 180

Interest rate = 8% Yearly = 8 /12 = 0.00667monthly

Down payment = $15000

Hence we can calculate the Present value of the total payments and that shall be value of the house they should consider

Present value formula =

PV = P*[{1- (1+r)^(-n)}/r]

Here

P = monthly payment = $1300

n = Number of months   = 15 Years *12 = 180

r= Interest rate = 9.5% Yearly = 9.5% /12 = 0.006667monthly

Hence PV = 1300*[{1- (1+0.006667)^(-180)}/ 0.006667]

= 1300*[0.697622/ 0.006667]

= 1300*104.63806

=$136029.4828

Price range of the House they should consider = 136029.4828 + 15000 = $1,51,029.4828

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