Posted 1/28/2019 14:25 (#7279174 - in reply to #7279105) Subject: RE: Taking $ out of Mutual Funds?
Central North Carolina
Interest expense is deductible, so 5% becomes 3.5% or so when you have other income off the farm and the investment income is taxable only when realized. So look at each from an after tax basis. I like market returns right now as you are deferring most of the income and then it comes out at cap gain rates. At least split the difference.