Thread: HELOC or IRA
View Single Post
  #8 (permalink)  
Old 10-29-2009, 03:51 PM
ea1776's Avatar
ea1776 ea1776 is offline
$ Saving HS Junior
 
Join Date: Mar 2008
Location: Austin, TX
Posts: 227
Points: 1390.00
Donate
Default

8.5% interest rate?

I suppose I would prefer paying off the debt if so, but maybe you can do both? Pay 50% more than minimum on debt and take that out of what you would have contributed to your IRA.

I would also pay attention to your tax bracket. If you are in a high tax bracket (higher than 15%), I would definitely do the IRA to get that automatic "return" and shelter some more income from taxation.

Still, 8.5% is pretty high, and expecting (even a long term) rate of return on that in investments might be too optimistic.

Then again, tax sheltered gains do rule!
__________________
Thanks,
ea1776
Reply With Quote