Annuity loan or interest-only loan in connection with a home savings contract

  • Erstellt am 2020-06-17 17:32:31

nordanney

2020-06-18 10:02:32
  • #1

Currently, there is always a negative interest rate of at least -0.3% (KfW 40 and even significantly more negative).
 

EKA0081

2020-06-18 10:12:29
  • #2
So the overall effective interest rate is basically polished up with the KFW.?
 

nordanney

2020-06-18 10:51:22
  • #3
No idea how exactly the calculation is done there. I never look at the effective interest rate, but calculate and compare in €. The effective interest rate is too complicated for me, I don't think much of it. For that, I have commercial customers, where there is no effective interest rate. The professionals also only calculate in €.
 

kati1337

2020-06-18 11:35:56
  • #4
I did the same. The effective interest rate on paper was too wishy-washy for me, so I simply calculated what the whole thing would cost us in total until we are debt-free. Then I compared it to what it would look like if we took a simple annuity loan and continued calculating with hypothetical follow-up interest rates. In the comparison, I looked at the total costs until complete debt freedom.
 

sebastianAZ

2020-06-18 14:51:08
  • #5
Bauspar contracts have advantages and disadvantages. I would rather recommend a classic annuity loan including the KfW component.

Regarding the interest rate for the 30-year term, I can only agree with Ybias78. That indeed seems a bit high. You can already get 30 years term without KfW from 1.50% - 1.60%. If you then also factor in the favorable KfW interest rate and benefit, you will definitely end up cheaper than 1.76% effective.
 

Grundaus

2020-06-19 13:05:43
  • #6
if [Bausparvertrag] then without [Riester]. The [Bausparvertrag] has the advantage that you can repay much more flexibly and achieve interest rate security for over 30 years. Meanwhile, several banks also offer it if you really need it.
 

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