The tax-free growth is more valuable than avoiding interest on a short-term mortgage. If you were going to keep the mortgage indefinitely, that would change the calculation.
Is a loan against your portfolio a possibility instead?
We recently went through mortgage qualification as retirees, and it is no fun. So much documentation.
Is a loan against your portfolio a possibility instead?
We recently went through mortgage qualification as retirees, and it is no fun. So much documentation.
Statistics: Posted by delamer — Fri Jan 23, 2026 10:53 am — Replies 1 — Views 96