After tiring of overly complicated models and spreadsheet, I did something similar. I included a column showing total funds across all assets as well as a column for taxable and non-taxable income (non tIRA withdrawals). I agree with the suggestions to hide columns, or copy a few to another tab, or even just highlight or bold key columns. I also hid rows so that from age 70, follow: 75, 80, 90, 100. I think it looks a lot cleaner and I don't need to dig into the differences in balances, income, or taxes between ages 86 and 87.
Calling all spreadsheet geeks. Spend down plan.
- Thread starter Surewhitey
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Surewhitey
Thinks s/he gets paid by the post
Just showing the home future value with a 2% appreciation. Keeping it out of the spend plan, though.
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OP
Surewhitey
Thinks s/he gets paid by the post
Thanks for all the ideas that I'll definitely use to simplify the look. I've already been tweaking the calcs to make sure it's accurate, now to get to the 5 yr increment views...
