Prepayment Penalty for Loans vs. Current Interest Earnings

  • Erstellt am 2023-02-09 18:09:26

WilderSueden

2023-02-10 08:21:30
  • #1
If he now ties up the fixed deposit for 5 years, he also can’t do anything foolish with it in the meantime. And from about 2.2% (=1.67%/0.75) the fixed deposit also beats the special repayment or redemption after taxes.
 

guckuck2

2023-02-10 08:42:59
  • #2
86000 * 0.0167 * 5 years = 7181€ saved interest, minus prepayment penalty/processing fees in case of early repayment of the loan

86000 * 0.034 = 2924€ annual interest income, minus 231€ withholding tax (25%) on the income over 2000€, resulting in annual interest income after taxes of 2693€ or 13465€ over 5 years.

That means the fixed deposit option for 5 years outperforms the early repayment of the loan by at least 6,284€.
Compound interest effects are ignored for simplicity.

You destroy quite a lot of money to be debt-free "for peace of mind" early.
 

Allthewayup

2023-02-10 10:02:03
  • #3

I do understand the bank a bit if they don't want to recalculate the prepayment penalty for every borrower all the time. I think that would actually get out of hand if they always made it that easy. So it causes personnel costs :)
I can't estimate how much time they need for the calculation, so for now I accept their procedure.



I have now slept on the topic generally once again and see it exactly the same way. It doesn't make any sense at all to aim for special repayments at such low financing interest rates if the secure investment of the money leads to significant additional income through interest earnings. Therefore, the following exemplary calculation is actually very telling:



Important for the investment here is also the consideration whether to invest the money now for a longer period (5, 10 years) or initially aim for 3, 6, or 12 months, since the trend of interest rates is still slightly rising at the moment. For example, we invested €100k in Sept. 2022 for 12 months at 0.75% (equity for the house construction which we won’t need again until Sept. 23) and meanwhile we would get 2.2% for the same term. Maybe you could also split it: invest 50% of the capital long-term right away and run this short-term strategy with 50% of the capital until an interest rate level is reached that you believe (does not mean know) is now "high enough" and then also invest it for several years.
 

Allthewayup

2023-02-10 10:04:52
  • #4
We are not now tempted to do something foolish with the money, we are rather geared towards reason. Nobody likes debt, but the statement "Da vernichtet man ganz schön viel Geld, um "für den Kopf" vorzeitig schuldenfrei zu sein." hits the mark perfectly. One should rather look at the bottom line and not isolate the liabilities.
 

Tassimat

2023-02-10 10:10:35
  • #5
The calculation with 3.4% is nice, but where do you get this interest rate? The typical comparison sites on the internet provide "shady" banks that I have never heard of. The Ing-Diba still advertises with 2.25% for 5 years.
 

Allthewayup

2023-02-10 10:27:20
  • #6
Just checked and for 5 years a German bank (I probably may not name) offers 3.25%.
 

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