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(a) Find a recurrence relation for the balance B(k) owed at the end of k months

ID: 3167815 • Letter: #

Question

(a) Find a recurrence relation for the balance B(k) owed at the end of k months on a loan at a rate r if a payment P is made on the loan each month ths. e) Suppose you take out a fixed-rate mortgage for SIM at the current (historically low rate 3% and want to pay it off in 20 years. What monthly payment should you make? (d) Now suppose the same mortgage of $1M but you have qualified only for the rate 5% and the maximum monthly payment you can afford is S5K. How many years will it take you to pay off that mortgage?

Explanation / Answer

a) Let Loan Amount (Principal)= A

rate of interest = r

Monthly payment = P

Interest per year = Amount borrowed * rate of interest / 100 = A * r/100

Total interest per year = r/100 * A

Interest paid per month = 1/12 * r/100 * A

Total interest to be paid for k months = k * 1/12 * r/100 * A

Total Amount to be paid after k months = Loan Amount + interest of k months

so, Total Amount to be paid after k months = A + (k * 1/12 * r/100 * A)

Payment made for k months if each month payment is P = k * P

So the balance owed B(k) = Total Amount for k months - payment made for k months

B(k) = A + (k * 1/12 * r/100 * A) - (k * P)

b) Total loan Amount borrowed = A

interest per month = Amount borrowed * (rate of interest / 100) * (1/12) = A * r/100 * 1/12

Interest for T months = Interest per month * T = A * r/100 * 1/12 * T

Total Amount to be paid after T months = Loan amount borrowed + Interest for T months

= A + (A * r/100 * 1/12 * T)

Payment to be paid per month to clear the total amount after T months = 1/12 * (A + (A * r/100 * 1/12 * T))

c) Amount borrowed = $ 1 M

rate of Interest = 3% per year

Interest for t years = Amount borrowed * (rate of interest / 100) * t

Interest for 20 years = Amount borrowed * (rate of interest /100) * 20

= 1,000,000 * (3 / 100) * 20

= $ 600,000

Total Amount to be repaid after 20 years = Amount borrowed + Interest for 20 years

= $ (1,000,000 + 600,000)

= $ 1,600,000

Therefore to repay the total amount in 20 years , monthly payment to be made = 1/12 * 1,600,000 = $133,333.33

d) Mortgage Amount (Principal)= $1,000,000

Rate of Interest = 5% p.a

Interest to be paid after t years = Principal * (rate of interest /100) * t

= 1,000,000 * (5/100) * t = 50000 * t

Total amount to be paid after t years = Principal + Interest

= 1,000,000 + 50,000*t

Monthly payment made = $5,000

Yearly Payment made = $ 5,000 * 12 = $60,000

Payment made in t years = $ 60,000 * t

borrowed amount plus interest = Total Payment made in t years

1,000,000 + 50,000 t = 60,000 * t

1,000,000 = 10,000 * t

t = 100 years

Comment = Loan Amount Borrowed(A) should be provided in a and b parts of the question, along with the information of the period for the given rate of interest . Rate of interest r should be considered monthly, quaterly,half yearly or per annum must be mentioned. By default I considered it per annum.