Search found 5 matches

by herennow
Mon Mar 20, 2017 2:03 pm
Forum: Investing - Help with Personal Investments
Topic: Partial mortgage payoff, consolidation
Replies: 8
Views: 558

Re: Partial mortgage payoff, consolidation

Thank you for your replies. Have a 30% equity in the house. House will sell for buying price + some, it is a pretty hot market now, but I am aware things could change in the next year. But don't anticipate paying more than what is owed. We may split the cash reserve to partially payoff the mortgage,...
by herennow
Mon Mar 20, 2017 12:03 pm
Forum: Investing - Help with Personal Investments
Topic: Partial mortgage payoff, consolidation
Replies: 8
Views: 558

Partial mortgage payoff, consolidation

Looking for some help. We have the resources to pay off a 170k, 28 yr@ 4.13%. Current house seems small and we want to buy a slightly bigger house for our needs in the future, within the next year or two. We will be selling the current house if we find the bigger house. We are in the 15% income tax ...
by herennow
Mon Mar 06, 2017 11:53 pm
Forum: Investing - Help with Personal Investments
Topic: Sell investments for TLH? [Tax Loss Harvesting]
Replies: 3
Views: 434

Re: Sell investments for TLH? [Tax Loss Harvesting]

Thanks livesoft! i might sell them off, if not this year, the losses will be useful some year.

As a side note, Why would you not own g&s mining stocks? I had them because they had (international) companies not in the TSM and have dividends unlike gold buillion.
by herennow
Mon Mar 06, 2017 6:56 pm
Forum: Investing - Help with Personal Investments
Topic: Sell investments for TLH? [Tax Loss Harvesting]
Replies: 3
Views: 434

Sell investments for TLH? [Tax Loss Harvesting]

Made 4% investment of portfolio in gold and silver mining stocks last year, at near peak prices. Now I am staring of unrealized losses that I am wondering if I should harvest. In the 15% tax bracket with likelihood of entering 25% next year. Also invested in TSM index funds with a lot of unrealized ...

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