Reverse Mortgage Calculator:
Your First Step Toward
a Better Retirement

What Can a Reverse Mortgage Do for Me?

Home Equity Conversion Mortgages (also known as “reverse mortgages”) are quite possibly the most underutilized and misunderstood financial tool available for adults 62 and over. The reverse mortgage is commonly overlooked as a means to provide additional income optionality in retirement. We invite you to use our simple calculator and our patent-pending technology, nu62SM, to plan a better retirement.

A reverse mortgage can be used in a variety of ways to create value and meet financial goals:

  • Increase Cash Flow, Live Better
  • Fund Long-Term Care
  • Bolster a Declining Portfolio
  • Purchase a New or Second Home
  • Pay Off an Existing Mortgage With Loan Proceeds

Fill out the calculator below to get an estimate

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Next See How To Strategically Utilize Your
Home Equity Through Retirement

Income Optionality Strategy
Allows you to make monthly payments into a line-of-credit in order to take advantage of the compounding growth for potential use in later retirement years.

Income Strategy

Allows you to draw consistent monthly payments from home equity in lieu of drawing down on your portfolio.

Am I Eligible for a Reverse Mortgage?

Homeowners age 62 or older are eligible to apply for a reverse mortgage, and it is important to note that you continue to retain sole title to your home. The funds available from a reverse mortgage are unaffected by subsequent changes in your home value, and the proceeds are not taxable1. As with any mortgage, you must pay your property tax and insurance, maintain your home in good condition and live in the home as your primary residence.

1 We encourage you to speak with a tax or benefits advisor.