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What are the Financial Benefits of Owning a Home!


 

The financial benefits of owning your own home are significant.  Unlike rental payments, "Mortgage Payments" on a home are fixed and don't go up like rent, and with every payment you are building home equity and tax benefits.

In our example below, a single person with an annual salary of $40,000 has itemized deductions of $2,000 without owning a home. Since $2,000 is less than the Standard Deduction of $3,600 this person would use the Standard Deduction if renting. The person buys a condo or a single-family unit with an annual mortgage principal, interest and property tax payment of $12,000 ($1,000 per month).

 

Description

Renting

Buying

Wages

$40,000

$40,000

Standard Deductions

$3,600

 

Itemized Deductions

 

 

($14,000)

Exemptions (1)

($2,300)

($2,300)

Taxable Income

$34,100

$23,700

Income Tax - Federal

$6,753

$3,841

Income Tax - State

$1,901

$1,050

Total Tax

$8,734

$4,891

W-4 Exemptions

One

Six

Approx. Mo.. Take-home Pay

$2,274

$2,574

 

 

 

 

 

 

How Much Rent Will You Pay?

(Assuming a 5% annual rent increase)

 

MONTLY

(3) YEARS

(5) YEARS

(10) YEARS

(30) YEARS

$800.00

$30,240

$52,800

$117,600

$496,800

$900.00

$34,020

$59,400

$132,300

$558,900

$1000.00

$37,800

$66,000

$147,000

$621,000

$1100.00

$41,580

$72,600

$161,700

$683,100

$1200.00

$45,360

$79,200

$176,400

$745,200

$1300.00

$49,140

$85,800

$191,000

$807,300

$1400.00

$52,920

$92,400

$205,800

$869,400

$1500.00

$56,700

$99,000

$220,500

$931,500

 

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