California Real Estate SalespersonFinancingHard

A buyer takes out a $250,000 fully amortized loan at a 6% annual interest rate, with a monthly payment of $1,498.88. What is the principal portion of the very first monthly payment?

  1. A$1,498.88
  2. B$500.00
  3. C$248.88
  4. D$1,250.00
Show answer & explanation

Correct answer: C. $248.88

First month's interest = $250,000 × (0.06 ÷ 12) = $1,250.00. Principal portion = total payment − interest = $1,498.88 − $1,250.00 = $248.88.

Why the other options are wrong

  • A. This is the total payment amount, not the principal portion alone.
  • B. This does not match the calculated interest or principal figures.
  • D. This is the interest portion, not the principal portion.

First-Month Amortization Split

In the first payment of an amortized loan, interest is calculated on the full loan balance, and the remainder of the payment reduces principal.

  • Monthly interest = loan balance × (annual rate ÷ 12)
  • Principal portion = total payment − interest portion
  • Early payments have the smallest principal reduction of the loan term

Memory trick: Payment minus interest equals principal peeled off.

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