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Cash Flow Overview

The Cash Flow Overview is a comprehensive report available to Standard and Premium advisory service plan users. It provides a detailed view of all annual projections, including all fixed income sources adjusted to COLA every 5-year period, future Investment Income distributions adjusted to inflation every 5-year period, and the total Retirement Income.

cash-flow-overview
1

Simple navigation with the ability to scroll through the entire retirement timeline.

2

COLA adjusted gross Fixed Income (Social Security, pensions, annuities, etc.) available throughout the retirement years and grouped into 5-year periods.

3

Total COLA adjusted gross Fixed Income (Social Security, pensions, annuities, etc.) available throughout the retirement years and grouped into 5-year periods.

4

Inflation adjusted gross Investment Income generated by the Investment Income Bucket Strategy and grouped into 5-year periods.

5

Total gross Retirement Income generated by Fixed Income and Investment Income and grouped into 5-year periods.

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