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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

Guide étape par étape

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

Exemples résolus

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

Erreurs courantes à éviter

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

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Paramètres