Finance Analysis

Pay Off Loans vs Invest: Complete Calculator Analysis

📅 2024.12.20⏱️ 12 min read👁️ 15,421

The Bottom Line

Key Formula

Investment Return > Loan Rate → Invest

Investment Return < Loan Rate → Pay Off

It seems simple, but there are many factors to consider: taxes, prepayment penalties, investment risk, etc. Let's analyze specific scenarios.

Scenario 1: 4% Mortgage vs S&P500

The most common dilemma. With a 4% mortgage and 10% S&P500 average return, investing seems better. Is it really?

ConditionPay Off LoanInvest in S&P500
Extra Cash1,0000K1,0000K
10yr Savings/Returns+4800K (Guaranteed)+1,5940K (Average)
TaxNone-2540K (15.4%)
RiskNonePossible Loss
Net Benefit+4800K+1,3400K (After Tax)

Even after taxes, investing looks better. But this is the "average." In reality, you could have -20% loss or +30% gain.

Important Considerations

1. Prepayment Penalty

Most loans have prepayment penalties within 3 years, typically 1-1.5% of remaining balance. After 3 years, you can repay without penalty.

🧮 Calculate Prepayment Fee

Prepayment Fee Calculator

2. Tax on Investment Returns

  • Financial Income Tax: Comprehensive tax over 20M annually (up to 49.5%)
  • Foreign Stock Tax: 22% on gains over 2.5M
  • Domestic Stocks: Tax-free for non-major shareholders

3. Peace of Mind

Even if numbers favor investing, the peace of mind from being debt-free is hard to quantify. Choose what lets you sleep well.

4. Interest Rate Risk

Variable rate loans carry interest rate risk. A current 4% could become 6% in 2 years.

Best Choice by Situation

Pay Off When

  • Loan rate is 6%+
  • Limited investment experience or risk-averse
  • Variable rate loan
  • Need to improve credit score
  • Debt causes psychological stress

Invest When

  • Loan rate is 3% or less (fixed)
  • Can invest long-term (10+ years)
  • Can use tax-advantaged accounts
  • Have experience and can handle volatility
  • Have sufficient emergency fund

Compromise: 50/50 Strategy

  • 50% of extra cash to loan repayment
  • Remaining 50% to long-term investment
  • Risk diversification + peace of mind

Practical Calculation Example

You have 30M extra. Mortgage balance is 200M, rate 4%, 20 years left. What should you do?

📊 Simulation Results

Option A: Full Repayment
  • 20yr Interest Saved: +1,4400K
  • Risk: None
  • Guaranteed Return: 4%
Option B: Full Investment
  • 20yr Expected (7%): +8,6600K
  • Risk: Possible Loss
  • After-tax Return: ~5.5%
Option C: 50/50 (Recommended)
  • 15M Repayment: +7200K interest saved
  • 15M Investment: +4,3300K expected returns
  • Total Expected: +5,0500K

Calculate It Yourself

Conclusion

There's no single right answer. Consider rates, investment style, and psychology. If unsure, the 50/50 strategy is safest.