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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