Finance

A Connecticut buyer's mortgage includes a 'prepayment penalty' that expires after 3 years. The buyer wants to refinance in year 2 to take advantage of lower rates. The buyer should factor in:

AThe prepayment penalty, which will increase the cost of refinancing✓ Correct
BOnly the new loan costs
CNothing; prepayment penalties are illegal in Connecticut
DOnly if the new rate is at least 2% lower

Explanation

Refinancing within the prepayment penalty period triggers the penalty, which could offset the savings from the lower interest rate. The buyer must calculate whether the interest savings from the new rate exceed the sum of prepayment penalty + new closing costs to determine if refinancing makes financial sense.

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