Asset Depletion Calculator

60-month (5-year) asset qualifier and comparison across all common divisors

Convert your liquid assets into an estimated monthly qualifying income and an approximate maximum loan amount. Compare 60, 120, 180, 240, and 360-month divisors side by side. Estimates only

This tool is for illustration only and does not provide investment, tax, or legal advice. Consult your own financial, tax, and legal advisors before making decisions.

Your Assets

Cash and cash equivalents$500,000

Checking, savings, money market, CDs. Counted at 100%.

Brokerage / mutual fund accounts$1,500,000

Non-retirement stocks, bonds, mutual funds, ETFs. Counted at 100%.

Retirement accounts (IRA, 401k, Roth)$750,000

Counted at 100% if age 59.5+, otherwise 70% by default (early-withdrawal discount).

Borrower age60

Controls the retirement-account multiplier. 59.5 is the threshold for penalty-free withdrawal.

Depletion period (divisor)

We work with lenders that allow the most permissive published divisor where the borrower profile fits.

Target housing DTI43%

Default 43%. Used to convert qualifying income to an approximate housing budget.

Assumed note rate7.000%

For illustration only. Used to back-calculate an approximate max loan amount at a 30-year term. Not a rate offer.

Your Results

Estimated Monthly Qualifying Income from Assets

$45,833

per month at the 60-month divisor

Approximate Max Loan Amount

$2,962,312

at 43% DTI, 7.000% rate, 30-year term

Breakdown

Cash and equivalents (100%)$500,000
Brokerage (100%)$1,500,000
Retirement (100%)$750,000
Total eligible asset pool$2,750,000
Divided by60 months
Monthly qualifying income$45,833
At 43% DTI, monthly housing budget$19,708

Comparison Across All Divisors

Same asset pool, five different lender divisors. Same DTI and rate assumptions.

DivisorLabelMonthly Qualifying IncomeApprox Max Loan
60 monthsMost permissive (5-year)$45,833$2.96M
120 months10-year$22,917$1.48M
180 months15-year$15,278$987K
240 months20-year$11,458$741K
360 monthsMost conservative (30-year)$7,639$494K

The 60-month divisor is the most permissive published divisor we see in the non-QM market. Not every borrower profile fits a 60-month program. Our team works with lenders that allow it where the file qualifies.

Want us to model your specific scenario?

Optional. Your results are already shown above. If you would like our team to run the full analysis on your numbers and identify the program that fits, send your contact info and we will reach out within one business day.

Estimates only. Actual qualifying income from assets depends on the specific lender program, asset type, age, and documentation. This calculator approximates outcomes across common asset depletion formulas; your actual qualification may differ. We default retirement accounts to 70% for borrowers under 59.5 to reflect early-withdrawal restrictions; some programs use 80% and a few allow 100% with documentation. The 60-month divisor is the most permissive published divisor we see in the non-QM market; not every borrower profile fits a 60-month program. We work with lenders that allow the most permissive published depletion divisor where the borrower's profile fits. Not a commitment to lend. All loans subject to qualification. Equal Housing Opportunity. Jennifer Kirby, NMLS# 2672337.