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14 year Spend Down/Grow Back Strategy
with Lifetime Income

1

Total Value of your Investments:

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2

Annual Income needed from your Investments:

Your Age

Spouse/Partner Age

Inflation

Seven Year Fixed Investment Rate

  Generate  
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Fill in the information above:

 
 

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









$ 
$ 
 Cash Flow Estimate
 






Estimated Growth Target 
$ 
$ 
 






Estimated Rate for Growth 
%
               
 

Investment
Choices

Investment
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Investment
Choices

Investment
Choices
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