Tax free home equity withdrawal illustration

Your house is an investment: Discovering the benefits of taking retirement income from your home equity

Tax free home equity withdrawal illustration

At what age do you plan to retire? (1 to 120)

Estimate how many years, after retirement, you hope to live in your home before selling it (1 to 30)

OR: How much income do you want to withdrawal each month from your home? ($)

Provide the estimated market value of your home at retirement ($)

Enter your estimate of the outstanding mortgage you may have at retirement ($)

Customize your results

Change your borrowing rate* (0% to 12%)

Change your home's average annual increase in market value (0% to 12%)

Please press calculate to view your results.

(Note: You can change the above entries at any time but you will need to press the calculate button again to review the revised results)

This information may help you analyze your financial needs. It is based on information and assumptions provided by you regarding your goals, expectations and financial situation. The calculations do not infer that the company assumes any fiduciary duties. The calculations provided should not be construed as financial, legal or tax advice. In addition, such information should not be relied upon as the only source of information. This information is supplied from sources we believe to be reliable but we cannot guarantee its accuracy. Hypothetical illustrations may provide historical or current performance information. Past performance does not guarantee nor indicate future results.

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