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Yea I am really wishy washy here and you all are right. I had read you can take out contributions anytime tax free (no penalty is my read, no 10%) and I contributed and paid taxes on the rollover as the one time contribution about 15-20 years ago now. I like having non-retirement assets as more opti...
- Fri Nov 09, 2018 12:21 am
- Forum: Personal Investments
- Topic: Payoff Mortgage
- Replies: 12
- Views: 1701
Wow. Sorry just learning the forum. You all are awesome. Mortgage rate is 4%. I just want to use as much non retirement assets as possible, I know that is counterintuitive but I sleep better at night that way. Not worried about retirement really. And the Roth IRA is in MM earning 2% and I am very de...
Ok, first world problems but.. $1M in non retirement assets $600k in Roth IRA / $1M other IRA's/401k 4 Investment Props - all mortgages paid off finally and providing income Age 48. Plan to retire / work part time now. Only mortgage left is primary mortgage at $300k and I want to pay it off. Thinkin...