Insights Charts, Reports and Analyzing Your Plan
Articles and videos created to help you interpret your Plan.
By Nancy1 author21 articles
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
Why do my expenses seem higher on the Lifetime Income Projection chart?
Why am I seeing savings drawdowns on the Lifetime Income Projection chart?
How should I be thinking about the Pessimistic Projection in My Plan?
How Can the PlannerPlus Budgeter help me strengthen my plan?
Plan Analysis Charts
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
Insights Withdrawal Chart: Video
How to Read the Insights Savings Balances Chart
How to Read the Insights Contributions and Investment Returns Chart
Savings Projection Chart
How to use the Savings Projections Chart