Fixed Rate Home Equity Loan Versus Adjustable HELOC: Comparing 2nd Mortgage Loans

Many people think of a second mortgage as a fixedperiod you may be allowed to renew the credit line. If
interest, lump sum loan. However, that is only one formyour plan does not allow renewals, you will not be able
of a second mortgage. A second mortgage is actuallyto borrow additional money once the draw period
ANY secondary lien on your home--secured loan withends. Interest is paid only on the amount of equity you
your home pledged as collateral. Second mortgagesuse.
are typically categorized as fixed mortgage rate homeA Home Equity Installment Loan (HEL) is a fixed
equity installment loans (HELs), also known as homemortgage rate loan, which means the annual
equity loans, and home equity lines of credit (HELOCs)percentage rate (APR) and monthly payment will stay
which are adjustable rate mortgages.the same for the life of your loan. The APR for a HEL
The Federal Reserve states that the home equity linetakes into account the interest rate charged plus points
of credit annual percentage rate (APR) is a variableand other finance charges. Loan terms can be
rate loan based solely on a publicly available indexanywhere from 5 to 30 years, but are typically 15 to
(such as the prime rate published in the Wall Street20 years. Unlike a HELOC, you get a lump sum for
Journal or a U.S. Treasury bill rate). The APR does notwhich you immediately start paying principal and
include points or other finance charges. The monthlyinterest. If you decide later that you need additional
payment amount will adjust as your loan balance andfunds, mortgage refinancing or getting an additional loan
interest rate changes. Loan terms can be anywherewith additional closing costs are your only options.
from 15 to 30 years.Which type of loan you choose depends on your
HELOCs have a draw period, typically occurring in thefinancial needs. A HELOC may be best if you have a
first 10-15 years, with the remaining term on the loanrecurring need for money (e.g., home improvements or
referred to as the repayment period. During the drawa home repair project that has anticipated additional
period, you can draw out money on a revolving basisexpenses). The security of a fixed-rate 2nd mortgage
similar to a credit card without applying for a new loan,will probably provide much-needed relief for a large
as long as the amount does not exceed the totalone-time expense (e.g., debt consolidation).
amount of the original HELOC. During the repayment