Portfolio Disbursement and Investment Projector

This program can assist with establishing withdrawal and investment policies for a portfolio. It projects a portfolio's investment performance, disbursements, taxes paid and market value. Annual results are displayed although most activity is projected in quarters. It is useful in retirement and estate planning by helping to answer such questions as:

Each of the tabbed sections are described below.

Tabbed Sections

  1. Assumptions
  2. Summary
  3. Term
  4. Balance
  5. Earnings
  6. Withdrawals
  7. Trials

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