Indlela yokudala iPlani yeNgeniso yeNgeniso

Indlela yokudala umvuzo wexesha lomhlalaphantsi

Isicwangciso sokufumana umhlala-phantsi ngumnyaka wonyaka oza kukubonisa apho ingeniso yakho yomhlala-phantsi ivela khona. Ingenziwa kwiphepha lephepha legrafu, okanye ngokulula kwi-spreadsheet ye-Excel (okanye enye inkqubo yespredishithi). Nazi iindlela ezine ezilula ongazisebenzisa ukuze wenze enye.

Yenza itemplate

Qala isicwangciso sakho sokufumana umhlalaphantsi ngomqolo omnye kunyaka ngamnye wekhalenda, kunye nobudala bakho (kunye nokuba ubudala bomtshato obesetyhatiweyo) baboniswe ngasemva komhla wekhalenda ngamnye.

Ukwandisa lo msebenzi ngokulindeleka kobomi . Uyakubona isampula yokufumana umhlala-phantsi wetafile etafileni phantsi kweli nqaku.

Yenza izihloko zekholomu nganye into oyongeza kuyo. Sebenzisa uluhlu olungezantsi ukufumanisa ukuba yiziphi izinto ozongezayo.

Uluhlu lwemithombo echanekileyo yengeniso yomhlalaphantsi

Yongeza iikholomu kumthombo ngamnye weengeniso ezinqamlekileyo ezifana:

Musa ukufaka ingeniso kwimithombo yengeniso-mali njengemali-mali, inzala, okanye ukuzuza kwemali. Endaweni yoko, uya kusebenzisa isicwangciso sakho sokufumana umhlalaphantsi ukubala ukuba uzakufuneka uhoxise kwiiakhawunti zakho zezimali.

Yongeza iindleko, kuquka iirhafu

Emva koko, qi kelela iindleko zakho zokuhlala zonyaka. Uluhlu lwezinto ezifana ne-mortgage engakhokhelwa kwiminyaka embalwa kwikholamu eyahlukileyo. Ngokomzekelo osezantsi kwephepha ubona i-mortgage iya kuhlawulelwa kwisithuba se-2025, ngaloo nyaka umrhumo wonyaka wokuhlawula umyinge wonyaka wonyaka, kwaye loo mali ihamba.

Iirhafu zerhafu ziyahlukahluka ngokuxhomekeke kwingeniso yakho yonke kunye neentlawulo. Kungcono ukwenza ucwangciso lwerhafu unyaka ngamnye ukucwangcisa ngokuchanekileyo le nto. Ngokomzekelo endiwusebenzisayo, lo mntu unomvuzo kuphela we-IRA. Nakuphi na ukurhoxiswa okumelwe kuthathe kuyakuza kuvela kwi-IRA yabo kwaye kuya kuba neerhafu ezihlawulwayo.

Basebenze kunye nabacwangcisi babo berhafu, basebenzise ixesha lokufumana umhlala-phantsi wabo, ukuqikelela ukuba baza kufuna i-IRA yokukhishwa kwe-IRA engama-66 ubudala, eyona nyaka owenziweyo wokuqala wokuthatha umhlalaphantsi. Kweso sikhokelo, malunga ne-3,100 zamaRandi baya kuhlawula irhafu.

Ngomnyaka olandelayo baza kuba ne-Income Security yeNtlalo kwaye baqikelele ukuba baya kufuna kuphela nge-RRA ye-15,000 yokuhoxiswa. Umcwangcisi wabo werhafu uqikelele ukuba uxanduva lwabo lwerhafu luya kuba malunga nama-3 300 elo nyaka. Basebenzisa loo nombolo kwintsalela yabo.

Bala ikhefu

Okulandelayo, icebo lakho lokufumana umhlalaphantsi kufuneka libale i-gap, okuyiyo ekulahlekisweni kuyo ukugcinwa kwi-savings, okanye intsalela ekhoyo ukuba ifakwe kwi-savings.

Ngokomzekelo wethu wongeza imithombo yengeniso (Ukhuseleko lweNtlalo kunye nomhlalaphantsi), uze ususe iindleko (iindleko zokuhlala, ukuthenga imali kunye neerhafu eziqikelelwayo) ukuya kwi-$ 34,693 eboniswe kumqolo wokuqala phantsi kwekholam ebizwa ngokuthi "Gap".

Isicwangciso sengeniso esicacileyo somhlala-phantsi asiqapheli ukunyuka kwamaxabiso okanye utyalo-mali, kodwa kukunika indawo yokuqala; Inkcazo yonyaka ngendawo apho ingeniso yakho yomhlalaphantsi ivela khona.

Isampula Umhlala-phantsi Umvuzo Umhla
Ubudala Unyaka Ukhuseleko lasekuhlaleni Pension Iindleko eziphilayo Mortgage Imirhumo Gap
66 2016 $ 14,535 $ 9,216 $ 42,000 $ 13,344 $ 3,100 - $ 34,693
67 2017 29,651 9,216 42,000 13,344 3,300 -19,777
68 2018 29,651 9,216 42,000 13,344 3,300 -19,777
69 2019 29,651 9,216 42,000 13,344 3,300 -19,777
70 2020 29,651 9,216 42,000 13,344 3,300 -19,777
71 2021 29,651 9,216 42,000 13,344 3,300 -19,777
72 2022 29,651 9,216 42,000 13,344 3,300 -19,777
73 2023 29,651 9,216 42,000 13,344 3,300 -19,777
74 2024 29,651 9,216 42,000 13,344 3,300 -19,777
75 2025 29,651 9,216 42,000 6,672 3,300 -13,105
76 2026 29,651 9,216 42,000 0 3,300 -6,433
77 2027 29,651 9,216 42,000 0 3,300 -6,433
78 2028 29,651 9,216 42,000 0 3,300 -6,433
79 2029 29,651 9,216 42,000 0 3,300 -6,433
80 2030 29,651 9,216 42,000 0 3,300 -6,433
81 2031 29,651 9,216 42,000 0 3,300 -6,433
82 2032 29,651 9,216 42,000 0 3,300 -6,433
83 2033 29,651 9,216 42,000 0 3,300 -6,433
84 2034 29,651 9,216 42,000 0 3,300 -6,433
85 2035 29,651 9,216 42,000 0 3,300 -6,433
86 2036 29,651 9,216 42,000 0 3,300 -6,433

Xa unayo le patheni yokuhoxiswa kweprojekthi ungayisebenzisa ukudala icebo lotyalo-mali olumiselweyo xa uya kufuneka usebenzise imali yakho.