Boldin

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

How do I use the Insights Library?

Insights Retirement Withdrawals Report

This article explains why you may see shortfall withdrawals on certain charts

Why am I Seeing Withdrawals?

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

Lifetime Income Projection chart: Net Savings Drawdowns

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

Lifetime Income Projection Chart

This video describes how to read the Lifetime Income Projection Chart

Video: Lifetime Income Projection Chart

This video discusses the Income and Expenses Charts available to PlannerPlus subscribers

Insights Library: Income and Expenses

In this video we discuss the Savings Charts available to PlannerPlus members

Insights Savings Chart

In this video we discuss the Tax Charts available to PlannerPlus users

Insights Taxes Chart

This video describes how to read the Surplus Gap Chart.

Insights Surplus-Gap Chart

This article explains how to read the Savings Withdrawals chart.

Insights Savings Withdrawals Chart

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

Insights Savings Balances Chart

This video discusses the Withdrawals Per Year Chart, found in the Money Flows section of My Plan

Withdrawals Per Year 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 article explains how to read the Contributions and Investment Returns chart within the Insights Section.

Insights Savings 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.

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?

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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