NewRetirement

Nancy Gates

Articles and videos created to help you interpret your Plan.

In this article we discuss the use of the PlannerPlus Budgeter to model covering our essential expenses in retirement

This page describes a number of charts that may help you analyze your Plan.

This video describes how to read the Surplus Gap Chart.

This article describes how to read the Lifetime Income Projection chart.

This video describes how to read the Lifetime Income Projection Chart

This video describes how to read income and expense insights charts.

This article explains how to read the Savings Withdrawals chart.

This video explains the Withdrawals chart, which compares the 3 withdrawal strategies available in My Plan.

This article explains how to read the Savings Balances chart within the Insights Section.

This article explains how to read the Contributions and Investment Returns chart within the Insights Section.

This article explains why you may see shortfalls while there is no net savings drawdown in the year.

This article will discuss the Income Score and clarifies that we are not applying a 4% withdrawal in your plan.

This article describes the potential sources of other income on your Lifetime Income Projection Chart.

This article explains the default Long Term Care expenses in your Plan.

If you are having difficulty reconciling multiple views of taxes, this article should help to clarify.

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

This article explains why savings drawdowns may appear on the Lifetime Retirement Projection chart.