Family Office: Save and Draw Down Only What the Evidence Supports · Contents · 한국어 · Español

Chapter 8 Saving and Sharing — Reports, Tables, and Looking at It with a Professional

The question How do we keep a result, and how do we share it with family or a professional?

The answer The site is designed not to keep your inputs on its server, and it does not remember past calculations. To keep anything, you save it on your own device. There are three ways: save a PDF report from ⑧ Save report, download the yearly table as CSV or JSON from "View by age," or blur the amounts when you show the screen. All three are made in your own browser.

8.0 In one line The site does not remember. Save on your own device, and when you share, pass on the assumptions and what was left out along with the numbers.

The full chapter is in the book. The web shows only each chapter's question, answer and one-line summary.

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Research and education only. Not investment, tax or legal advice, not tailored to anyone, and no product, firm or tax professional is recommended. Results are hypothetical calculations under the assumptions chosen. Screens as of 17 October 2026.