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Assume that you are 10 years into a 30 year home loan at 5%. You owe $200,000 le

ID: 2651436 • Letter: A

Question

Assume that you are 10 years into a 30 year home loan at 5%. You owe $200,000 left on your home at this time. You can refinance your loan at 4% for 20 years; however the TOTAL closing costs will be around $3000.

If you go for refinancing, how many more months would you need to live in the home in order to get the closing cost back? Ignore time value of money and tax credits of the interest payments (i.e. Simple Payback)_______________

Answer part (a) again considering time value of money and MARR 10% compounded monthly. Ignore tax credits of interest again _______________

Explanation / Answer

Assume that you are 10 years into a 30 year home loan at 5%. You owe $200,000 left on your home at this time. You can refinance your loan at 4% for 20 years; however the TOTAL closing costs will be around $3000.

If you go for refinancing, how many more months would you need to live in the home in order to get the closing cost back? Ignore time value of money and tax credits of the interest payments (i.e. Simple Payback)_______________

TOTAL closing costs = $ 3000

Currently Monthly payment = pmt(rate,nper,pv,fv)

rate = 5%/12

nper = 20*12 = 240

pv = 200000

fv = 0

Currently Monthly payment = pmt(5%/12,240,-200000,0)

Currently Monthly payment = $ 1319.91

Proposed Monthly payment = pmt(rate,nper,pv,fv)

rate = 4%/12

nper = 20*12 = 240

pv = 200000

fv = 0

Proposed Monthly payment = pmt(4%/12,240,-200000,0)

Proposed Monthly payment = $ 1211.96

Monthly Saving = 1319.91 - 1211.96

Monthly Saving = $ 107.95

No of months would you need to live in the home in order to get the closing cost back = TOTAL closing costs /Monthly Saving

No of months would you need to live in the home in order to get the closing cost back = 3000/107.95

No of months would you need to live in the home in order to get the closing cost back = 27.79 Months

Answer part (a) again considering time value of money and MARR 10% compounded monthly. Ignore tax credits of interest again _______________

TOTAL closing costs = $ 3000

Currently Monthly payment = pmt(rate,nper,pv,fv)

rate = 5%/12

nper = 20*12 = 240

pv = 200000

fv = 0

Currently Monthly payment = pmt(5%/12,240,-200000,0)

Currently Monthly payment = $ 1319.91

Proposed Monthly payment = pmt(rate,nper,pv,fv)

rate = 4%/12

nper = 20*12 = 240

pv = 200000

fv = 0

Proposed Monthly payment = pmt(4%/12,240,-200000,0)

Proposed Monthly payment = $ 1211.96

Monthly Saving = 1319.91 - 1211.96

Monthly Saving = $ 107.95

Considering time value of money

No of Month needed = nper(rate,pmt,pv,fv)

rate = 10%/12

pmt = 107.95

pv = 3000

fv = 0

No of Month needed = nper(10%/12,107.95,-3000,0)

No of Month needed = 31.74 Months