With $1.1 million in taxable accounts and a $700,000 mortgage, should I rebalance or pay down debt for a guaranteed 4.5% return?

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With $1.1 million in taxable accounts and a $700,000 mortgage, should I rebalance or pay down debt for a guaranteed 4.5% return?

247wallst.com/personal-finance/2025/06/09/with-1-1-million-in-taxable-accounts-and-a-700000-mortgage-should-i-rebalance-or-pay-down-debt-for-a-guaranteed-4-5-return

In days gone by, a general rule of thumb for retirement accounts was for a roughly 75/25 stock to bond ratio when one is younger and striving for growth. As the retirement account owner enters his or her 50s, the conventional wisdom held that the ratio should gradually start to swap…

This story appeared on 247wallst.com, 2025-06-09 13:50:49.