🚀 Should you liquidate investments to buy a home?

Finn

This calculator helps you weigh the costs of using a Securities Backed Line of Credit (SBLOC) against selling investments to fund a large cash purchase. The remix adds a helpful recommendation field that automatically suggests the best path based on the numbers, including a smart check for margin call risk. Keep in mind that the tool doesn't model the potential continued growth of your invested portfolio in the SBLOC scenario, which is often a major factor in this decision. You'll also want to budget extra if you plan to pay the capital gains tax out of the investment sale itself, as the current math assumes you have outside funds to cover the tax bill.

Reviewed v26.7.0