Business

Retirees Consider Using Investment Funds to Pay Mortgage

Updated 2026-08-08 14:55 UTC 1 source Neutral

A retired couple is considering using their $2.3 million investment fund to pay off a $300,000 mortgage at 2.9% interest rates. They are currently withdrawing about $100,000 annually from their investments.

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MarketWatch

‘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%?

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

2026-08-08 14:48 UTC