Talk of The Villages Florida - View Single Post - Had a financial planning session with some relatives
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Old 06-28-2025, 08:02 PM
jimhoward jimhoward is offline
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The 50K in the IRA would probably appreciate over the coming three years, so that estimated appreciation has to be credited (after accounting for future taxes) against the interest expense on the HELOC.

On the other hand the taxes on the IRA will at some point need to be paid regardless of whether or not they withdraw the money now. That tax expense is postponed, but not avoided, by funding the home improvement with a HELOC.