Mortgage Overpayment vs. Investing — Institutional CPA Suite

🏡 Property & Mortgage Parameters

Current Property Value

Annual Appreciation Rate (%)

Current Mortgage Balance

Initial Interest Rate (%)

Remaining Amortization (Years)

Extra Monthly Cash to Deploy

Renewal Rate Shock (Year 5+) (%)

Renewal Month

Analysis Horizon (Years)

📈 Portfolio & CPA Tax Engine

Expected Investment Return (%)

Target Account

Annual Account Limit

Current Marginal Tax Rate (%)

Expected Inflation Rate (%)

Display Real (Inflation-Adjusted) Values

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