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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.

Formula

Breakeven months = Refinance costs / Monthly savings

Guida passo passo

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

Esempi risolti

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

Errori comuni da evitare

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

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