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Payoff my mortgage? (I know the question has been asked 100 times)
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My brokerage account and mortgage have reached the same level ($450k) and considering liquidating the investments to pay off the mortgage. I know I’ll be paying some cap gains on the stocks that have appreciated. My mortgage rate is great 2.75% but becoming more and more focused on reducing my COL (P&I represent roughly $2500 of my monthly $4k mortgage payment), as I am contemplating taking a large pay cut for a better work life balance and for better mental health — and with retirement maybe 8 years away.

Net worth is roughly $5M ($3.5M in 401k/IRA/HYS).

Comments

Makes zero sense. You can always take monthly draws off the investment account to pay the mortgage.

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Why does that make no sense? His rate is super low. Use that leverage. It never makes sense to make extra payments on a fixed rate loan with a rate that low. NEVER.

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Posted
3 months ago