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Personal Investments • Thinking of reallocating funds and paying down mortgage

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If I guesstimate then you are likely saving/investing $60k per year in taxable+retirement accounts then it will be $6k extra for the mortgage. Just set the monthly mortgage payment by an extra $500 for simplicity. Sometimes, folks like bi-weekly to match the pay-stub schedule and that is also good option in your case since it results in one extra payment towards the pay-down.
This should be $5000.

If you do this, make sure to stop it when the principal is close to $750K. (If you stop a bit early, it won't make much difference, since the normal principal part of future payments will get you under $750K quickly.)
Thanks David. I didn't understand what should be $5,000? 10% of 60k is $6,000, hence $500 per month.

Statistics: Posted by babystep — Sun Sep 14, 2025 11:57 am — Replies 14 — Views 1164



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