Retirement

Reverse Mortgage Calculator

50,00,000
60%
9%
15 Years
Monthly Annuity7,928
Max Loan Limit30,00,000
Total Payouts14,27,040

Annuity Payout Breakdown:

  • Estimated home valuation: 50,00,000.
  • Total reverse mortgage eligibility (60% LTV): 30,00,000.
  • Guaranteed monthly annuity payout: 7,928.
  • Total cash paid to you over 15 Years: 14,27,040.
  • Compounded interest accrued at end of tenure: 15,72,960.

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Reverse Mortgage Annuity Formula

Monthly Payout = (FV * r) / ((1 + r)^n - 1)

Calculates the maximum monthly annuity payment based on property equity, borrowing age, and bank interest compounding.

Worked Example: Property value of ₹50 Lakhs at 60% LTV at 9% p.a. for 15 years

Loan eligibility: **₹30 Lakhs**. Monthly annuity payout to senior citizen: **₹7,915**.

Reverse Mortgages: Unlocking home equity for senior retirement payouts

Ramesh and his wife, both aged 65, owned a house in Delhi worth ₹1 Crore but had low monthly pension income. They did not want to sell the house or borrow from relatives. They learned about the Reverse Mortgage scheme.

They pledged their home to a bank for a 15-year term at a 9% interest rate. The bank evaluated the LTV at 60% (₹60 Lakhs) and offered them a monthly annuity payout of ₹15,830.

A reverse mortgage allows senior citizens to receive monthly cash payouts against home equity. The loan is settled by selling the property after the borrower passes away or moves out.

Always consult family members and understand compounding interest terms before signing a reverse mortgage mandate.

Frequently Asked Questions

What is a reverse mortgage?

A reverse mortgage is a financial agreement where a senior homeowner (60+) borrows money against their home's equity and receives tax-free monthly annuity payouts from the bank.

When does the reverse mortgage loan need to be repaid?

The loan does not need to be repaid as long as the borrower lives in the house. It becomes due when the borrower passes away, sells the house, or permanently moves out.

Do heirs lose ownership of the property?

No. After the borrower passes away, heirs have the first option to pay off the loan balance and retain the house. If they decline, the bank sells the house to recover the dues and refunds the excess sale proceeds to the heirs.

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