Financial Planning Tool

Years

Inflation %

Start Year

Initial Asset Value ($)

Units Held

Price / Unit

—

Annual Growth Rate (%)

Annual Borrow Amount ($)

Loan Interest Rate (%)

Max Leverage Threshold (%)

Adjust borrow for inflation

Enable Withdrawal Asset

First Withdrawal Year

Portfolio Value Today ($)

Annual Return (%)

Withdrawal Rate (%)

Inflation-adjust withdrawals

One-time amounts that offset BBD borrowing in a given year.

Year Amount ($) Note

Combined Summary

Year	Start Assets	End Assets	Start Loan	Gross Borrow	Offset	Net Borrow	Interest	End Loan	Leverage %	Net Worth

Year	Start Balance	Withdrawal	Growth	End Balance	Cumulative Withdrawn

Year	BBD Net Worth	WD Balance	Combined Net Worth	WD Income	Windfall	BBD Borrow (Gross)	BBD Borrow (Net)	Total Debt