Free tools
Five calculators for the financial questions that shape a senior real estate transition.
All calculators are illustrative and do not constitute tax, legal, or financial advice. They exist so you walk into your CPA or advisor conversation already fluent in the variables.
The calculators
Calculator
Home Equity Estimator
Net equity = current home value − mortgage − selling costs. The cash that shows up at closing.
Calculator
Section 121 Capital Gains
Federal + state capital gains tax on the sale of a primary residence, after the $250K/$500K exclusion.
Calculator
Reverse Mortgage (HECM)
Estimate HECM principal limit based on age, home value, and rate environment.
Calculator
Property Tax Portability
Florida Save Our Homes and California Proposition 19 — preserved annual property tax.
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