NewRetirement

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

How do I use the Insights Library?

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

Video: Lifetime Income Projection Chart

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

What expenses are included on the Lifetime Income Projection chart?

This video describes how to read the Surplus Gap Chart.

Surplus-Gap Chart

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

Estimated Income Taxes Insights Chart

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

Video: Income and Expense Projections

This article explains how to read the Savings Withdrawals chart.

How to Read the Savings Withdrawals Chart

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 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?

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?

This article explains why you may have a high Chance of Success and Low Income Score

High Chance of Success and Low Income Score

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

Nancy Gates

Reports and charts created to help you interpret your Plan

Insights Library

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Track the progress of all tickets related to your company.

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