Strategic tools unlock financial clarity.
David was considering buying a home but wasn't sure how best to leverage his vested RSUs for a down payment while minimizing his tax burden. The complexity of his equity compensation and the fluctuating interest rate environment made it difficult to determine the optimal number of mortgage points to purchase and the true cost of borrowing.
Using the Mortgage Points Calculator, David analyzed various scenarios, factoring in his anticipated holding period and tax bracket. This revealed that purchasing 1 point would save him $150 per month. Furthermore, the Tax Equivalent Yield calculator helped him compare the after-tax return on his RSU sales proceeds with alternative investment opportunities, confirming that using a portion of the proceeds for the down payment, even with points, was financially advantageous. He also explored the Purchasing Power Parity calculator to understand how the value of his investment might change if he were to move out of the country to further grow his Saas startup.
The advisor integrated the Mortgage Points Calculator directly into David's financial planning portal, allowing for real-time scenario analysis and data-driven decision-making. The integration with the Tax Equivalent Yield calculator enabled a holistic view of David's investment portfolio and tax implications.
$100,000 in potential savings by understanding the break-even point for mortgage points and effectively leveraging RSU sales to lower his monthly payments and overall interest paid on the mortgage.
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