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Calculator · Mortgage & Property

Reverse Mortgage Calculator

Available proceeds, accruing balance and what is left for heirs.

Read the how-to
The formula

How this number is built

principal limit = min(value, lending limit) × principal limit factor · balance compounds at rate + insurance premium
Step by step

Doing it by hand

Step 1

Confirm eligibility: age, primary residence, and sufficient equity.

Step 2

Note that any existing mortgage must be repaid from the proceeds first.

Step 3

Compare the upfront costs against a home equity line or downsizing.

Step 4

Model the balance over your realistic time in the home to see what remains for heirs.

Questions

What people ask next

Can I lose the house?

Yes, if you stop paying property tax, insurance, or fail to maintain it as your primary residence.

What do heirs inherit?

Whatever equity remains after the balance is repaid. They can repay the loan and keep the home, or sell it.

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Estimates, not advice. Every figure here is produced from the inputs you enter and the formula printed on the page. Rules differ by state, carrier, lender and contract, so use these numbers to prepare for a conversation with a qualified professional rather than to replace one. See our full disclaimer.