Your Retirement Projections With and Without HECM Monthly Draws

This calculator illustrates how scheduled monthly draws from a HECM improve a portfolio(not subject to volatility).

This calculator is not intended for consumer use and is provided to financial services professionals to demonstrate one possible use of a HECM.

Retirement Needs and Resources
Current age (minimum 62) 
Expected Retirement / Social Security Age 
Needed Monthly Retirement Income ($) 
Do you want to include Social Security? 
Estimated monthly Social Security benefits
(override system-calculated amount in today's dollars) ($)
Estimated Monthly Reverse Mortgage Draw ($) 
Current Retirement Nest Egg ($)help
Annual Savings, if not retired ($)help
Annual Savings increase while working (%) 
Inflation Prediction (%)help
Rate of Return Pre-Retirement (%)help
Return During Retirement (%)help

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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