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To: marktwain

Question: Should I pay off my mortgage while paying a 22% tax on my IRA withdrawal? That would mean betting on the IRA outpacing the 3.62% interest on the mortgage.


7 posted on 01/28/2025 6:30:03 AM PST by DIRTYSECRET
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To: DIRTYSECRET

“Question: Should I pay off my mortgage while paying a 22% tax on my IRA withdrawal? That would mean betting on the IRA outpacing the 3.62% interest on the mortgage.”

No. Do not pay off the mortgage. A conservative, balanced portfolio (50% equity, 50% fixed) should easily beat a 3.62% return over the long haul.


8 posted on 01/28/2025 6:36:18 AM PST by BuchananBrigadeTrumpFan (If in doubt, it's probably sarcasm)
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To: DIRTYSECRET

I would not pay off your mortgage of 3.62%. If inflation exceeds 3.62%, that is free money. Plus, if the SALT deductions return in some form, that will be a bonus even if inflation does drop.


11 posted on 01/28/2025 7:03:30 AM PST by volare737 (Diversity is something to be overcome, not celebrated.)
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