The current year for the SNOWBALL is year 3

The planned amount of income was £8,014 and the income figure will be £13,282.00

This figure includes some special dividends so the fcast for the next tax year is £10,500, which means we will achieve year 7 of the plan.

The SNOWBALL has a comparator share VWRP, to compare the income from using the 4% rule, where if the same amount of seed capital for the SNOWBALL was invested it would be worth £148,460. Despite the value falling £8,354 in a month, not too shabby.

The amount of income that could be withdrawn, after allowing for a 3 year cash fund would be just over 5.4k against the SNOWBALL figure of £10,500.