Quantcast
Channel: Bogleheads.org
Viewing all articles
Browse latest Browse all 3569

Personal Finance (Not Investing) • Pay down mortgage or invest in VTI

$
0
0
Have MM2.2 USD mortgage left on primary (5.5%, MM2.0) and rental (2.75%, USD 200k). Primary is worth $4MM so monthly at 5.5% is chunk change and some by all means. I have RSUs worth 0.5MM vesting over the next couple months. I am split between paying down the 5.5% mortgage (for peace of mind) and investing (VTI has been growing at above 5.5%). If I go VTI way, I’d refinance as soon as rate are below 5 (pragmatically closer to 4.5%) but will not get to recast the mortgage to lower the monthly installment.

What would you do if you were in my shoes?

Statistics: Posted by Rey — Sun Nov 10, 2024 10:04 pm — Replies 2 — Views 249



Viewing all articles
Browse latest Browse all 3569

Trending Articles



<script src="https://jsc.adskeeper.com/r/s/rssing.com.1596347.js" async> </script>