Income & Growth Portfolio Planner Updates

10/3/20251 min read

The Income Portfolio Builder and Growth Portfolio Planner spreadsheets were updated to include a stress test feature, which shows the impact of future higher or lower returns or higher or lower withdrawals on the created portfolio.

Graphs were also added to show the results of the stress testing on balance, income, and percent withdrawn. This feature can help identify if the withdrawal percentage could increase too much for your age, helping you set the income withdrawals at the start.