Personal Financial Literacy>Calculating Total Loan Repayment Costs Under Different Rates and Periods(TEKS.Math.8.12.B)

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Texas 8th Grade Math › Personal Financial Literacy>Calculating Total Loan Repayment Costs Under Different Rates and Periods(TEKS.Math.8.12.B)

Questions 1 - 5
1

Credit card balance: $2,520 at 18% APR. Minimum payment: $75 per month. Online calculator excerpt after 12 months:

  • Total paid: $900
  • Interest paid: $540
  • Principal paid: $360
  • Remaining balance: $2,160

How much interest did Maya pay during the first 12 months?

$360

$540

$900

$2,160

Explanation

From the amortization output, interest paid is given directly as $540. It also matches total paid minus principal paid (900 − 360 = 540). With high APR and minimum payments, most of the payment goes to interest, so the balance stays high.

2

Borrowing $1,000 for a phone. Two payoff options from an online calculator: Option A: 12-month installment at 18% APR

  • Monthly payment: $92
  • Total paid: $1,104
  • Total interest: $104 Option B: 24-month installment at 12% APR
  • Monthly payment: $47
  • Total paid: $1,128
  • Total interest: $128

Which option has the lower total cost to repay the loan?

Option A: $1,104

Option B: $1,128

Both cost $1,000

Option B has lower cost because $47 < $92

Explanation

Total cost is the total of all payments. Option A costs $1,104, which is less than Option B's $1,128. A lower monthly payment does not mean a lower total cost; the longer term adds more interest.

3

Easy-access cash advance: $500 at very high APR. Online calculator shows a $75 fee each 2-week rollover if not repaid. After 6 weeks (3 rollovers):

  • Total fees paid: $225
  • Principal still owed: $500

If the loan is rolled over for 6 weeks and nothing is paid toward principal, how much has been paid in interest/fees?

$75

$500

$725

$225

Explanation

Each rollover adds a $75 fee. Three rollovers cost 3 × $75 = $225 in fees, while the $500 principal remains. High fees and no principal reduction make these loans very expensive.

4

Installment loan for a bike: $1,200 at 15% APR, 24 months. Online calculator:

  • Monthly payment: $58
  • Total paid: $1,392
  • Total interest: $192

What is the total cost of repaying this loan?

$1,200

$1,258

$1,392

$192

Explanation

Total cost is the sum of all payments over the term, which the calculator gives as $1,392. This equals principal ($1,200) plus interest ($192). APR and term determine both the payment and total interest.

5

Credit card balance: $2,400 at 22% APR. Minimum payment: $50 per month. Online calculator excerpt after 6 months:

  • Total paid: $300
  • Interest paid: $260
  • Principal paid: $40
  • Remaining balance: $2,360

Which statement is best supported by this amortization excerpt?

The balance drops by $50 each month.

Most of each minimum payment goes to interest in the first months.

Paying the minimum will pay off the card in 6 months.

The APR doesn't affect how long it takes to repay.

Explanation

In 6 months, $300 was paid but only $40 reduced the balance; $260 was interest. That shows most of each minimum payment is interest at first. High APR and small minimums keep balances high and extend repayment time.