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Refinance breakeven determines how many months you must keep a refinanced loan to recover closing costs. Compares current and new loan expenses to find the payoff point.

Formule

Breakeven months = Refinance costs / Monthly savings

Stapsgewijze handleiding

  1. 1Calculate refinance costs (appraisal, title, processing)
  2. 2Find monthly payment difference between loans
  3. 3Divide total costs by monthly savings

Uitgewerkte voorbeelden

Invoer
Costs: $3k, Monthly saving: $200
Resultaat
Breakeven: 15 months
Keep loan 15+ months to benefit

Veelgemaakte fouten om te vermijden

  • Ignoring prepaid interest and fees
  • Not accounting for tax deduction changes

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