WHEN TO REFIANANCE?
What does it cost to refinance? What are the benefits?
Ever heard the old rule of thumb, you should only refinance if your newinterest rate is at least two points
lower? That may have been true years ago, but with refinancing dropping in cost over the last few years,
it's never the wrong time to think about a new loan! Refinancing has a number of benefits that often
make it worth the up-front expenditure many times over.
When you refinance, you might be able to lower your interest rate and monthly payment -- sometimes
significantly. You might also be able to "cash out" some of the built-up equity in your home, which you
can use to consolidate debt, improve your home, take a vacation -- whatever! With lower rates and
balances, you might also be able to build up home equity faster with a shorter-term new mortgage.
All these benefits do cost something, though. When you refinance, you're paying for most of the same
things you paid for when you obtained your original mortgage. These might include settlement costs and
other fees, an appraisal, lender's title insurance, underwriting fees, and so on.
You might have to pay a penalty if you refinance your previous mortgage too quickly. That depends on
the terms of your existing mortgage. These penalties are illegal in some places, and more often than not
when you have one of these penalties on your current mortgage it applies only for the first year or two.
We'll help you figure it out.
You might pay points to get a more favorable interest rate. If you pay (on average) three percent of the
loan amount up front, your savings for the life of the new mortgage can be significant. You should be
aware that the IRS has recently said that points paid for the purpose of refinancing your mortgage cannot
be deducted in their entirety in the year you pay them, unless the refinanced loan is primarily for home
improvements. Consult your tax professional before deducting points you pay on your new mortgage
from your federal income taxes.
Speaking of taxes, if you lower your interest rate, naturally you will be lowering the amount of mortgage
interest payments you can deduct from your federal income taxes. This is another cost that some
borrowers consider. We can help you do the math!
Ultimately, for most people the amount of up-front costs to refinance are made up very quickly in
monthly savings. We'll work with you to determine what program is best for you, considering your cash
on hand, how likely you are to sell your home in the near future, and what effect refinancing might have
on your taxes.
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Copyright © 2011 Residential Mortgage Group a division of Alerus Financial
Lisa Wells
Certified Mortgage Banker
NMLS# 460442
Residential Mortgage Group
A division of Alerus Financial
11100 Wayzata Blvd #570
Minnetonka, MN 55305
lisa@lisa-wells.com
Business: 952.847.9827
Cellphone: 612.202.1731
Fax: 952.847.1304
Website: www.lisawellsloans.com
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