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Outflows

The purpose of this report is to summarize the cash needs and taxes in a plan, year over year.

Screenshot 2025-01-21 at 5.13.13 PM

What does each column on this report mean?

Year - Every year of the plan from the current year to the end of the plan

Age - Age of the client and co-client in every year of the plan

Net Goals - Total spending goals for the year, net of taxes (i.e., excluding taxes)

Net Transfers - Total transfers for the year, net of taxes (i.e., excluding taxes)

Total Income Taxes - All Federal + State + FICA income taxes in a given year

Total Capital Gains Taxes - All capital gains taxes in a given year

Total Outflows - Sum of all the above outflows in a year