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14 year Spend Down/Grow Back Strategy

1

Total Value of your Investments:

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2

Annual Income needed from your Investments:

Inflation

Seven Year Fixed Investment Rate

 

 

 

 
  Generate  
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Fill in the information above:

 
 


Income for
7 years
Growth for
7 years
Growth for
14 years
Amount 
$ 
$ 
$ 









$ 
 Cash Flow Estimate
 





Estimated Growth Target 
$ 
$ 
 





Estimated Rate for Growth 
 %
             
 

Investment
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Investment
Choices

Investment
Choices
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