Help clients address long term planning
The Distribution calculator shows money distributed from an asset while allowing for varying interest rates, withdrawal amounts, and tax structure (taxable, tax deferred, tax-deductible or tax free). It also allows you to compare two different distribution strategies.
Ways to use it: Help clients compare withdrawing interest only vs. principal and interest, and/or demonstrate the most efficient way to “sequence” withdrawals from various assets so that they can maximize their cash flow.
With the Distribution calculator, you can help clients determine the most efficient method of withdrawing money from their assets.