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Here are the most relevant facts I can think of:

Income $280k/year

Stock portfolio of vested RSU’s + other stocks: 1.5M

Retirement accounts: 200k

Equity in investment property: $225k

Age: 34 and engaged

HCOL area

I had offer accepted on a house at $765k. Should I get a mortgage at 6.24% and continue investing to grow wealth or pay all cash?

5% state capital gains and 5% state income tax added to federal taxes



Submitted May 08, 2024 at 12:24AM by mythmaker13 https://ift.tt/L5x48Vd

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