Projects filed under: Annual Cash Flow
ROTH CONVERSION ANALYSIS

R-MAP™ shows the annual effective tax rate to assist analysis of Roth conversions to improve portfolio sustainability and cash flow.

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SOURCE OF FUNDS BY ACCOUNT

R-MAP™ displays a running year-by-year cash-flow table showing income, expenses, taxes, and portfolio balances with charts showing portfolio spend-down and year-by-year source of funds

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