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Personal Investments • Covering Mortgage Payment: Annuity vs. 30 Year Treasury

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The problem I see is that your funds are tax deferred. So you can build a TIPS ladder, buy a 30 yr treasury, whatever to create the cash flow. But you can't use that cash flow to pay the mortgage w/o a tax and penalty problem.
Ditto.

And I would pay off the mortgage before going into retirement (with nonqualified funds) even with the loan's low interest rate. It is priceless for the peace of mind.

Statistics: Posted by TheRoundHeadedKid — Wed May 15, 2024 10:38 pm — Replies 9 — Views 810



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