When should I consider refinancing, if at all?

I graduated from law school in 2012 with approximately $240,000 in federal student loans and $40,000 in private undergraduate loans. The interest rate on my federal loans is 7.25%. Initially, working in public service with a modest salary of $45,000 per year, the interest on my federal loans accrued, increasing my debt to $300,000 at one point. Upon transitioning to private practice with a higher income, I began aggressively paying down the interest and managed to reduce my federal loan balance to about $270,000 before the pandemic struck.

During the pandemic, I focused on paying off my private loans (currently owe less than $5,000) and saved an additional $60,000, which I plan to apply towards my federal loans when payments resume.

My current salary is $180,000, and my husband earns $270,000 annually, with approximately $120,000 in bonuses each year before taxes. My husband does not have any student loans. Due to our combined income, it appears we will no longer qualify for Income-Driven Repayment (IDR) when I recertify next year. While filing taxes separately might allow me to remain eligible for IDR, it could result in higher tax payments.

To minimize the total interest paid over the life of the loans, I am considering paying down the loans aggressively. I’m also contemplating refinancing my federal loans if interest rates decrease, although I’m uncertain about the benefits compared to federal loan advantages.

What interest rate would make refinancing federal loans a sensible option, if at all?

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If you’re unsure about the right time to refinance, consulting a mortgage lender can provide guidance. They can assist in comparing your current interest rate with current market rates to help you decide if refinancing is a suitable option for your situation.

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Refinancing federal student loans can be a smart move if you qualify for lower interest rates. However, before considering refinancing, you should consider the following issues keenly:

  • Federal Loan Benefits: When you refinance federal loans with a private lender, you lose access to government programs such as income-driven repayment plans and Public Service Loan Forgiveness. Evaluate whether you are willing to part ways with these benefits.
  • Current Rates: You should also familiarize yourself with the current loan rates to be ready for any surprises.

After considering the above then you are ready to apply for refinancing.