Find a Retirement Calculator

These calculators allow seniors to assess how they should draw down their financial assets, whether to allocate some of the assets to the purchase of a deferred annuity, whether to borrow against the equity in their homes with a reverse mortgage, and how these three components of a retirement plan fit together.

HECM Reverse Mortgage Calculator (19a)
Seniors can use this calculator to compare different ways to borrow against the equity in their homes, with no obligation to repay as long as they live in the home.

Investment Risk Calculator (19b)
Seniors can use this calculator to compare their risk based on historical data for different draw amounts from their financial assets.

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