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Personal Finance (Not Investing) • Re: Seeking Advice on Real Estate Equity and Mortgage Refinance Strategy

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Not much information to respond.
what is your investment situation outside this? like 401K,Roths and taxable. What about income without the townhome and expenses?

Edit: your previous posts suggest you are fine either wise. Do what makes you comfortable.
Thanks, added more information
I think you are well set if your time horizon is 10 yrs - Again it is a choice for you to make

1) 3% is a good rate and if you are breaking even or making profit - you can see where life takes you in 2-3 yrs and then reevaluate selling. Does recasting your TH mortgage bring the monthly payment more down?

2) Ofcourse you can just sell it right away, pocket the 400K - use that bring the current mortgage to around 400K (do a recast to reduce your expenses further or pay as usual to really bring it down in 5 years)

#2 is a better choice IMO at the current cashflow rate for the TH

I was in somewhat similar situation like you couple of years ago - lower #s than you. I went with #1 with the worry that kid wouldnt be able to afford in future and there were times I thought may be #2 would have been better. Could always help with downpayment if feeling generous. Now I am past the 5 yr rule and decided to just let it go as it is cash flow +ve and I can pay off the mortgage if I wanted in 3 yrs and improve my cashflow.

Statistics: Posted by holycow007 — Thu Oct 10, 2024 10:01 pm



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