Assistant / Help

Sell a home

## What this models Selling a property the household already owns: from the sale year onward the home (and any linked mortgage and property-tax/payment expenses) stop, and the net proceeds land in cash or a taxable brokerage balance. ## Maps to module(s) - `sell_house_v1` — link the baseline property being sold (`source_property_position_id`) and, if it has a mortgage, the `source_mortgage_position_id`. Set `proceeds` (net sale value) and where they land (`proceeds_destination`: "cash" or "taxable"). ## Information needed - Which property is being sold (use a baseline property id from get_scenario_building_context). - Sale year (within the planning horizon). - Net proceeds amount (default to the property's value if the user doesn't specify). - Where proceeds go: cash or taxable (default taxable). ## Defaults & assumptions - If proceeds aren't given, default to the property's current value. - If the home is mortgaged, link the mortgage so it stops at sale. ## Prerequisites - A baseline property to sell. If the household has none, say a property is needed first. ## How to summarize to the user "Sell {PROPERTY} in {YEAR}: net proceeds of about {AMOUNT} move to your {cash/taxable} balance."

Educational content only—not personalized investment, tax, or legal advice.

Report an issue or feature request

We'll include your current page, browser info, and recent error context automatically.