Mortgage Prepayment vs. Investment Savings
This calculator compares the increase of equity by prepaying your mortgage each month to the increase in your savings & investment portfolio by investing monthly. It tries to take into account your tax situation and assumes you always itemize (even late into your mortgage when your interest will be lower -- it assumes you give to charities, and pay state and local taxes too!!)
Monthly investment or loan prepayment amount
Current monthly loan payment (principal & interest only)
Current Annual Loan Interest Rate
Current Loan Balance
Loan Interest Deductibility
Expected Long Term Investment Return (%)
Expected Long Term Tax Rate (%) (Federal+State)
Investment Type