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Examples of Repositioned Home Equity
Because your home is probably your greatest financial asset, the key to enhancing your Net Worth is to manage the equity in your home to increase liquidity, extend safety, improve your rate of return, and maximize tax deductions.
The following examples account for the repositioned Home Equity. The maximized tax deductions are not in these numbers as they vary so much with each case. Assuming you follow this plan, you will also have the a market value of your home at age
65 less the interest only mortgage outstanding.
These numbers are for illustrations purposes only and each case will require specialized treatment from our UNIFIED TEAM.
Jump to your nearest age 35 40 45 50 55

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General Example |
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35 yrs, Male |
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Repositioned Home Equity |
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Tax Free Cash @ Age 65 |
Tax Free Cash @ Age 70 |
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$30,000 |
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$381,972 |
$606,177 |
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$60,000 |
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$785,522 |
$1,247,379 |
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$90,000 |
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$1,132,591 |
$1,799,204 |
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$125,000 |
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$1,657,515 |
$2,633,428 |
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General Example |
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40 yrs, Male |
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Repositioned Home Equity |
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Tax Free Cash @ Age 65 |
Tax Free Cash @ Age 70 |
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$30,000 |
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$237,768 |
$378,171 |
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$60,000 |
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$490,320 |
$780,645 |
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$90,000 |
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$743,073 |
$1,183,625 |
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$125,000 |
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$1,032,604 |
$1,645,102 |
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General Example |
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45 yrs, Male |
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Repositioned Home Equity |
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Tax Free Cash @ Age 65 |
Tax Free Cash @ Age 70 |
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$60,000 |
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$305,350 |
$485,681 |
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$90,000 |
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$458,799 |
$730,126 |
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$125,000 |
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$644,821 |
$1,026,626 |
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$150,000 |
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$775,227 |
$1,234,399 |
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General Example |
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50 yrs, Male |
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Repositioned Home Equity |
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Tax Free Cash @ Age 65 |
Tax Free Cash @ Age 70 |
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