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Insights Charts & Reports
Insights Charts & Reports
Articles and videos created to help you interpret your Plan.
19 articles in this collection
Written by
Michelle Dash
and
Nancy Gates
Charts
Plan Analysis Charts
This page describes a number of charts that may help you analyze your Plan.
Written by
Michelle Dash
Updated over a week ago
Cash Flow Forecast Chart
This video describes how to read the Cash Flow Forecast chart.
Written by
Michelle Dash
Updated over a week ago
Surplus-Gap Chart
This video describes how to read the Surplus Gap Chart.
Written by
Michelle Dash
Updated over a week ago
How to use the Lifetime income Projections Chart
This article describes how to read the Lifetime Income Projection chart.
Written by
Michelle Dash
Updated over a week ago
Lifetime Income Projection Chart
This video describes how to read the Lifetime Income Projection Chart
Written by
Michelle Dash
Updated over a week ago
Income and Expense Projections
This video describes how to read income and expense insights charts.
Written by
Michelle Dash
Updated over a week ago
How to Read the Savings Withdrawals Chart
This article explains how to read the Savings Withdrawals chart.
Written by
Michelle Dash
Updated over a week ago
Insights Withdrawal Chart
This video explains the Withdrawals chart, which compares the 3 withdrawal strategies available in My Plan.
Written by
Michelle Dash
Updated over a week ago
How to Read the Insights Savings Balances Chart
This article explains how to read the Savings Balances chart within the Insights Section.
Written by
Michelle Dash
Updated over a week ago
How to Read the Insights Contributions and Investment Returns Chart
This article explains how to read the Contributions and Investment Returns chart within the Insights Section.
Written by
Michelle Dash
Updated over a week ago
Savings Projection Chart
This is a video that explains how to use the savings projection chart.
Written by
Michelle Dash
Updated over a week ago
How to use the Savings Projections Chart
This article explains how to read the savings projection chart.
Written by
Michelle Dash
Updated over a week ago
FAQs regarding Charts
Why am I seeing a shortfall on my Insights > Estimated Income, Drawdowns, and Debt Chart?
This article explains why you may see shortfalls while there is no net savings drawdown in the year.
Written by
Nancy Gates
Updated over a week ago
Why does the Planner apply a 4% withdrawal rate?
This article will discuss the Income Score and clarifies that we are not applying a 4% withdrawal in your plan.
Written by
Nancy Gates
Updated over a week ago
What is the green "Other Income" in my Lifetime Income Projection Chart?
This article describes the potential sources of other income on your Lifetime Income Projection Chart.
Written by
Nancy Gates
Updated over a week ago
Why am I seeing a spike at my longevity age on the Lifetime Income Projection Chart?
This article explains the default Long Term Care expenses in your Plan.
Written by
Nancy Gates
Updated over a week ago
Estimated Income Taxes Insights Chart
If you are having difficulty reconciling multiple views of taxes, this article should help to clarify.
Written by
Nancy Gates
Updated over a week ago
Why do my expenses seem higher on the Lifetime Income Projection chart?
This article will explain how expenses are calculated on the Lifetime Income Projection chart.
Written by
Michelle Dash
Updated over a week ago
Why am I seeing savings drawdowns on the Lifetime Income Projection chart?
This article explains why savings drawdowns may appear on the Lifetime Retirement Projection chart.
Written by
Michelle Dash
Updated over a week ago