Lead with the modeled after-tax comparison and the assumptions used.
Client-ready educational report
One clear takeaway, with the assumptions behind it.
The sample follows both strategies in after-tax dollars, charts the paths over time, explains the tax totals, includes a year-by-year projection, and keeps the model limitations visible.
Five-page sample · PDFSeparate balances, RMD money, and modeled taxes so the result is explainable.
Include methodology versions and educational-use disclosures in the report.