JC Castle Accounting

Retirement Savings Calculator



– The Internal Revenue Service: Where All The latest IRS downloadable tax forms resides!

– Social Security Administration: Find out how the Social Security Administration can assist with your retirement, Medicare, disability, survivorship, and other benefit questions.

– U.S. Small Business Administration: You don’t need a business degree to use the SBA site. It explains everything in simple terms. The SBA website is full of helpful information for entrepreneurs and small business owners.

– U.S. Department of Commerce: Here’s a complete look at the Commerce Department and the different groups it manages.

– State Tax Forms

Retirement Savings Calculator

Figuring out how much house you can afford doesn’t have to be complicated. A mortgage calculator can simplify the process by estimating your monthly payments based on your income, loan type, and down payment.

Why Use a Mortgage Calculator?

A free mortgage calculator helps you understand your home-buying budget by factoring in essential costs like mortgage payments, property taxes, and insurance. This tool can provide clarity before you begin house hunting.

Key Factors That Affect Mortgage Affordability

  1. Income and Budget: Your monthly income determines how much you can comfortably spend on housing. A common rule is to spend no more than 28% of your income on housing expenses.
  2. Down Payment: A larger down payment reduces your loan amount and monthly payments. For example, a 20% down payment on a $240,000 home is $48,000, lowering your monthly obligations.
  3. Credit Score: A good credit score can secure lower interest rates, making your mortgage more affordable over time.
  4. Debt-to-Income (DTI) Ratio: Banks prefer a DTI under 36%, meaning your total monthly debt, including the mortgage, should not exceed 36% of your income.
  5. Loan Type and Terms: Different loan types have varying down payment and credit score requirements:
    • Conventional Loans: 620+ credit score, 3% down
    • FHA Loans: 580+ credit score, 3.5% down
    • VA Loans: 0% down for military members
    • USDA Loans: 0% down in rural areas

Take the Next Step

Use a Mortgage Calculator to explore how much house you can afford based on your financial profile. Consider speaking with a lender for personalized mortgage options and potential down payment assistance programs tailored to your needs