Deferred Tax Liability From Tax Sheltered Investments

This spreadsheet has been designed to illustrate two different income streams out of an PPP account based on a given rate of return. The first is the target income the client would like to have and it shows when their funds would run out based on the rate of return selected. The second, shows the target amount with an annual increase for inflation (if desired). It is important to enter the correct issue and start dates for the formulas to work correctly.

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