Essay Doctorate 117 words

Some basic financial math on taxes and mortgages

Last reviewed: March 7, 2018 ~1 min read

Unit Assignment

Question 1

a) Given these options, the 30-year mortgage should be selected, because it offers a monthly payment that fits the budget, whereas the 25-year mortgage does not.

Question 1.

Cost

245000

Downpayment

37730

Principal

207270

rate

6.50%

monthly rate

0.542%

25

30

Monthly Pmt

-$1,399.5

-$1,310.1

b) PITI

P & I

$1,310.09

Tax

200

Insurance

143.33333

Monthly PITI

$1,653.42

Annual PITI

$19,841.05

c) Principal Balance

Month 1

Month 2

Month 3

Principal Start

$ 207,270

$ 207,083

$ 206,894

Interest

$ 1,123

$ 1,122

$ 1,121

less Payment

$ 1,310

$ 1,310

$ 1,310

Principal End

$ 207,083

$ 206,894

$ 206,705

After three payments, the remaining principal will be $206,705.

d)

Assessment

147000

Tax Rate

0.0185

Taxes

2719.5

The new taxes will be $2719.50

Question 2.

a)

Total Budget

87624000

Valuation

7986413000

Tax Rate

1.10%

The taxes per $100 are $1.10, rounded, or $1.097 unrounded.

b)

Tax Rate

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PaperDue. (2018). Some basic financial math on taxes and mortgages. PaperDue. https://www.paperdue.com/essay/basic-financial-math-taxes-mortgages-essay-2177589

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