Your numbers

These are example numbers. Replace them with yours.

Assumptions you can change

Results

Total wealth is your investments plus your home equity. Home equity is the home's value minus any loan.

What you own, every five years

Darker shade: investmentsLighter shade: home equity

Each pair of bars shows Path A on the left and Path B on the right.

See the numbers year by year

Keep in mind

  • A reverse mortgage charges interest, and the loan balance grows each year. That leaves less home equity for you or your heirs.
  • In return, there is no required monthly mortgage payment, and you may not have to sell investments when the market is down.
  • You still pay property taxes, homeowners insurance, and upkeep, and the home must stay your main home.

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Your numbers are sent with the form so Amanda can review them. This is not a loan application or a quote.