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