onAugust 9, 2026

‘My wife and I are both retired’: Do we dip into our $2.3 million fund to pay off our $300,000 mortgage at 2.9%?

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“Right now, we’re withdrawing about $100,000 a year from our investments.”

onAugust 9, 2026

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How can we minimize taxes in retirement with a $2.3 million nest egg — while buying homes in Florida and New England?

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