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Extra Payment calculator

How extra monthly or lump-sum payments shorten the loan and save interest.

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About this calculator

Extra payments toward principal are the simplest way to reduce a loan's total interest. Every dollar of principal paid early eliminates all the interest that would have accrued on it for the remaining loan life. This calculator shows the months saved and dollars saved for a steady extra monthly payment, a one-time lump sum, or both.

Why principal prepayment is so powerful

A standard 30-year mortgage front-loads the interest — in the first decade, most of your monthly payment goes to interest. Adding even a small extra payment in those early years gets applied to principal, which compounds the savings: less principal next month means less interest charged, which means more of the regular payment goes to principal, and so on. A $200/month extra payment on a typical 30-year loan often saves 5+ years and tens of thousands in interest.

Extra payment vs investing

The opportunity-cost question: should you prepay a 6% mortgage or invest in a 10%-historical-return index fund? Mathematically, the index fund wins on expected value — but principal prepayment is a guaranteed return with no volatility. Higher-rate debt (7%+) tilts toward prepayment; lower-rate debt with long horizons tilts toward investing. For most people the answer is "both, in proportion."

Strategic timing

A tax refund, year-end bonus, or inheritance applied as a lump sum can dramatically shorten the loan — especially in the first 10 years. After year 15 of a 30-year loan, the marginal interest savings drops sharply because the remaining principal is small.

Frequently asked questions

Are there penalties for paying a mortgage off early?
Most modern conforming US mortgages have no prepayment penalty. Some non-conforming, subprime, or older loans do — check the loan note. If a prepayment penalty exists, refinancing to a penalty-free loan often pays for itself before the extra payments would have triggered the fee.
Should I make biweekly payments instead?
Biweekly payments equal 13 monthly payments per year, so it’s equivalent to one extra full payment annually. The effect is similar to a steady extra monthly. Just make sure your lender applies the half-payments to principal (some hold them and apply monthly, defeating the purpose).
Is it better to add to monthly or do a lump sum?
Mathematically, a $10k lump in year 1 saves more interest than $277/mo for 36 months totaling the same $10k. Earlier payments compound longer. But if the choice is "lump sum someday" vs "extra monthly starting now," start now.
Will extra payments lower my monthly payment?
No — they shorten the loan but don’t reduce the monthly payment. To lower the payment, you’d need to "recast" the loan after a large prepayment, which most lenders allow for a small fee.
Extra $200/mo on $350,000 at 7% — payoff & interest saved | SuperCalculator