Insights Charts & Reports

Articles and videos created to help you interpret your Plan.

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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.
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Written by Michelle Dash
Updated over a week ago

Cash Flow Forecast Chart

This video describes how to read the Cash Flow Forecast chart.
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Written by Michelle Dash
Updated over a week ago

Surplus-Gap Chart

This video describes how to read the Surplus Gap Chart.
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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.
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Written by Michelle Dash
Updated over a week ago

Lifetime Income Projection Chart

This video describes how to read the Lifetime Income Projection Chart
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Written by Michelle Dash
Updated over a week ago

Income and Expense Projections

This video describes how to read income and expense insights charts.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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Written by Michelle Dash
Updated over a week ago