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Are mortgage discount points worth it? Breakeven math

One point ($4,000) on a $400K mortgage cuts the payment by $66.12 a month — and takes 60.5 months to pay for itself. Points are only worth it if you stay put past year six.

Last updated: September 2026 · Concepts, not current rates. Numbers shown are illustrations, not quotes.

Key takeaway

A discount point costs 1% of the loan — $4,000 on a $400,000 mortgage — and buys a permanently lower rate. In our example, 1 point drops the rate from 6.75% to 6.50%, cutting principal and interest from $2,594.39 to $2,528.27 per month: $66.12 in savings. Breakeven is $4,000 ÷ $66.12 = 60.5 months, just over 5 years. Sell or refinance before month 61 and the point loses money; stay 10 years and you're up $3,934.

What a discount point is

One discount point equals 1% of the loan amount, paid upfront at closing to buy down the interest rate. It is a one-time fee, not a down payment — it doesn't reduce what you borrow, it only reduces the rate you pay on it. Lenders typically offer points in fractions (0.5, 1, 1.5), each fraction buying a proportionally smaller rate cut. Points are different from origination fees: origination fees pay the lender for making the loan, while discount points specifically purchase a lower rate.

The $400K worked comparison

Same $400,000 loan, 30-year fixed, two options:

Option A: 0 pointsOption B: 1 point
Rate6.75%6.50%
Upfront cost$0$4,000
Monthly P&I$2,594.39$2,528.27
Monthly savings vs A—$66.12

Option B saves $66.12 every month, but costs $4,000 on day one. The question is how many months of $66.12 it takes to recover $4,000 — and what happens at different holding periods:

Holding periodNet result of buying the point
5 years−$33 (essentially breakeven)
10 years+$3,934
Full 30 years+$19,803

The breakeven rule

The math is one division: breakeven months = points cost ÷ monthly savings. Here, $4,000 ÷ $66.12 = 60.5 months. Every month you hold the loan past month 60.5, the point earns you $66.12; every month short of it, you're still in the hole. The hard rule: if you will sell or refinance before month 61, points lose money — full stop. Be honest about your timeline before you buy.

When points win

  • You're staying 7+ years. Past the 60.5-month breakeven with margin, the savings compound — +$3,934 at 10 years, +$19,803 over the full term.
  • No refinance on the horizon. If rates are already near historic lows or your credit situation won't improve, the lower rate is likely permanent.
  • You have the cash comfortably. The $4,000 comes from funds beyond your down payment, closing costs, and emergency reserves — not from stretching.

When points lose

  • Selling or refinancing early. The unrecovered cost vanishes — refinance in year 3 and you've paid $4,000 for about $2,380 of savings.
  • Adjustable-rate mortgages. If the rate resets in 5–7 years anyway, you're buying a temporary discount at a permanent price.
  • Cash is tight. $4,000 toward closing costs, moving expenses, or an emergency fund usually beats a rate buydown that takes 5 years to pay off.

If a refinance might be in your future, read when to refinance your mortgage before spending anything on points.

Points vs. a larger down payment

It's tempting to compare $4,000 in points against $4,000 more down. They do different things: points buy a lower rate on the same balance; a bigger down payment shrinks the balance itself, lowering every payment and total interest — and if it gets you to 20% down, it can eliminate PMI entirely, which often dwarfs the points savings. Run the breakeven on both options with the same dollars before deciding.

Common mistakes

  • Buying points before a likely refinance. The single costliest error — you pay the full $4,000 but capture only a few months of savings before the new loan wipes the slate clean.
  • Ignoring the time value of money. $4,000 today is worth more than $4,000 spread over 5 years of $66.12 payments; the true breakeven is slightly longer than 60.5 months once you account for that.
  • Confusing origination fees with points. Origination fees don't buy you a lower rate — only discount points do. Make sure you're comparing rate buydowns, not lender fees, when you shop quotes.

Bottom line

One point on a $400K mortgage — $4,000 to go from 6.75% to 6.50% — saves $66.12 a month and breaks even at 60.5 months. If you'll keep the loan 7+ years with no refinance planned, it's a solid deal (+$3,934 at 10 years). If there's any real chance you sell or refinance before month 61, keep the $4,000. The entire decision is the breakeven division: points cost ÷ monthly savings, compared honestly against your timeline.

Run your own numbers

Our free Refinance Calculator compares your current loan against a new rate, factoring in closing costs and breakeven timing.

Open the Refinance Calculator →

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Frequently asked questions

How do you calculate the breakeven on mortgage points?

Divide the upfront cost of the points by the monthly payment savings. In our example: $4,000 for 1 point divided by $66.12 per month in savings equals 60.5 months — just over 5 years. If you keep the mortgage past that point, the points pay off; if you sell or refinance before it, they lose money.

Is 1 point worth it on a $400K mortgage?

It depends on how long you keep the loan. One point costs $4,000 and cuts the payment from $2,594.39 to $2,528.27 per month, saving $66.12. Breakeven is 60.5 months. Stay 10 years and you are up $3,934; stay the full 30 years and you save $19,803. Sell or refinance before month 61 and the point loses money.

What happens to points if I refinance?

The unrecovered cost of the points is lost. Points buy a lower rate on your current loan only — refinancing starts a brand-new loan, and you do not get a refund for the months you never used. That is why buying points before a likely refinance is one of the costliest mistakes: you pay the full $4,000 but capture only a few months of $66.12 savings.

Are discount points tax deductible?

Discount points are generally deductible as prepaid interest in the year paid for a purchase mortgage, subject to limits — consult a tax professional about your situation.

Should I buy points or make a bigger down payment?

A bigger down payment shrinks the loan itself — lowering every payment, reducing total interest, and possibly avoiding PMI — while points only buy a lower rate on the same loan balance. If the extra cash would get you to 20% down and kill PMI, the down payment usually wins. Compare the breakeven math of each option with the same dollars before deciding.

Last updated: September 28, 2026