Pay off $85,000 Home loan @ 5.125% or Invest $85,000 in an account with 6.5% interest.?
Answer:
well you would have to look at the numbers more. Depending on tax braket, and how long you will invest, it will really depend. If you invest for 5 years and get 5 years of compounded interest, while your mortgage gets 20 years worth, well no good.
What you need to do is find your break even point. I can help
cjkloanguy@yahoo.com
6.5 secure?
Depends on what other expenses and income he has. If he itemizes his tax, he could deduct the interest. If he doesn't, he can't. If he can deduct interest, he saves money while still being able to invest the money (that is assuming he has other income source to pay mortgage).
Personally I would invest the money elsewhere, because 5.125% mortgage rate is very low. Actual cost is mere 1.625%, because the inflation tops 3.5%.
Another reason to invest the money elsewhere is to diversify a little bit. Should you need some emergency cash, it is available.
** Unless the home loan is adjustable mortgage, then I might want to use that 85,000 to help refinancing to get fix rate, which is near lowest point in 40 years.
invest the money. if your friend will pay off his mortgage , he will lose the benefit of tax write off from mortgage .
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