NewRetirement

Nancy Gates

Articles and videos created to help you interpret your Plan.

Insights Charts, Reports and Analyzing Your Plan

This article describes the use of the Insights Library to understand your plan

How do I use the Insights Library?

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

Why am I seeing a shortfall on my Insights > Estimated Income, Drawdowns, and Debt Chart?

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

Why does the Planner apply a 4% withdrawal rate?

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

What is the green "Other Income" in my Lifetime Income Projection Chart?

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

Why am I seeing a spike at my longevity age on the Lifetime Income Projection Chart?

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

Estimated Income Taxes Insights Chart

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

Why do my expenses seem higher on the Lifetime Income Projection chart?

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

Why am I seeing savings drawdowns on the Lifetime Income Projection chart?

FAQs regarding Charts

How should I be thinking about the Pessimistic Projection in My Plan?

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

How Can the PlannerPlus Budgeter help me strengthen my plan?

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

Plan Analysis Charts

This video describes how to read the Surplus Gap Chart.

Surplus-Gap Chart

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

How to use the Lifetime income Projections Chart

This video describes how to read the Lifetime Income Projection Chart

Lifetime Income Projection Chart: Video

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

Income and Expense Projections: Video

This article explains how to read the Savings Withdrawals chart.

How to Read the Savings Withdrawals Chart

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

Insights Withdrawal Chart: Video

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

How to Read the Insights Savings Balances Chart

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

How to Read the Insights Contributions and Investment Returns Chart

This is a video that explains how to use the savings projection chart.

Savings Projection Chart

This article explains how to read the savings projection chart.

How to use the Savings Projections Chart

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