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Insights Charts, Reports and Analyzing Your Plan
Articles and videos created to help you interpret your Plan.

How do I use the Insights Library?
Why am I seeing a shortfall on my Insights > Estimated Income, Drawdowns, and Debt Chart?
Why does the Planner apply a 4% withdrawal rate?
What is the green "Other Income" in my Lifetime Income Projection Chart?
Why am I seeing a spike at my longevity age on the Lifetime Income Projection Chart?
Estimated Income Taxes Insights Chart
What expenses are included on the Lifetime Income Projection chart?
Why am I seeing savings drawdowns on the Lifetime Income Projection chart?
High Chance of Success and Low Income Score
How should I be thinking about the Pessimistic Projection in My Plan?
How Can the Detailed Budgeter help me strengthen my plan?
Surplus-Gap Chart
How to use the Lifetime income Projections Chart
Lifetime Income Projection Chart: Video
Income and Expense Projections: Video
How to Read the Savings Withdrawals Chart
How to Read the Insights Savings Balances Chart
How to Read the Insights Contributions and Investment Returns Chart