You will still have $720k in retirement, $425k in taxable and some in emergency fund. VBTLX is not tax efficient in taxable anyway so I will sell all of it. If emergency fund is more than 6 months then I will sell that extra as well and put towards the down-payment. Your mortgage amount will be below $750k which is the max limit for federal tax deduction as well.
Statistics: Posted by babystep — Thu Apr 04, 2024 12:19 am — Replies 5 — Views 454