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HELOC vs Cash-Out

Tap home equity — the smart way.

Compare a HELOC against a cash-out refinance. See total interest, monthly payment, and how much of your equity is safely reachable.

$182,000

tappable equity

HELOC wins

Your home & mortgage

Loan options

Side-by-side

HELOC interest-only

$385/mo

HELOC repay payment

$458/mo

HELOC total interest

$106,154

Refi new payment

$2,066/mo

Refi total interest

$318,706

Freedom Coach™

HELOC is cheaper by $212,552 in total interest.

You have ~$182,000 of tappable equity. HELOC keeps your low-rate first mortgage intact.

  • Your first mortgage is at 3.75% — protect it. HELOC is almost always right when the primary rate is below 5%.
  • HELOC rates are variable and tied to prime. Model +2% to stress-test the payment.
  • Only tap equity for appreciating uses (renovation, business, education) — not cars or vacations.

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Save multiple project scenarios and stress-test HELOC rate hikes.

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Frequently asked questions

HELOC vs cash-out refinance?

HELOC keeps your existing (usually lower-rate) first mortgage. Cash-out replaces it with a new bigger one at today's rates. HELOC almost always wins when your first mortgage is below 5%.

How much equity can I access?

Most lenders cap combined loan-to-value at 80–85%. Take your home value × 0.85, subtract your mortgage — that's your tappable equity.

Is HELOC interest tax deductible?

Only if used to buy, build, or substantially improve the home securing the loan. Debt consolidation with HELOC funds is NOT deductible.

What's the biggest HELOC risk?

Variable rates. HELOCs are tied to prime — stress-test at prime + 2% before signing. The lender can also freeze your line during a downturn.

Can I use HELOC for anything?

Yes, but you shouldn't. Only for appreciating uses: renovations, education, business investment. Cars and vacations should never be financed with your home.

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