Reports and charts created to help you interpret your Plan
By Nancy1 author16 articles
How do I use the Insights Library?
How to use the Lifetime income Projections Chart
Video: Lifetime Income Projection Chart
What expenses are included on the Lifetime Income Projection chart?
Estimated Income Taxes Insights Chart
Video: Income and Expense Projections
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
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?
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?