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What expenses are included on the Lifetime Income Projection chart?
What expenses are included on the Lifetime Income Projection chart?

This article will explain how expenses are calculated on the Lifetime Income Projection chart.

Nancy Gates avatar
Written by Nancy Gates
Updated over a week ago

Expenses & Taxes on the Lifetime Income Projection chart are shown as a dark blue line that overlays income projections. Expenses & Taxes aggregate information that you have included from:

  1. Your budget (My Plan > Expenses)

  2. Your housing costs (My Plan > Home & Real Estate)

  3. Your debt (My Plan > Debts)

  4. Your medical (My Plan > Expenses)

  5. Estimated taxes from income and capital gains based on your projections

Expenses & Taxes will increase based on the assumptions for general inflation, housing appreciation and medical expense inflation in your plan Assumptions.

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