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Insights Library
Reports and charts created to help you interpret your Plan
How do I use the Insights Library?
How to use the Lifetime Income Projection Chart
Video: Lifetime Income Projection Chart
Insights Library: Income and Expenses
Insights Library: Savings
Insights Library: Taxes
Insights Library: Surplus-Gap Chart
Withdrawals Per Year Chart
What expenses are included on the Lifetime Income Projection chart?
Understanding the Estimated Income Tax Payments in My Plan
How to Read the Savings Withdrawals Chart
How to Read the Insights Savings Balances Chart
How to Read the Insights > Savings > Contributions and Investment Returns Chart
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?
How should I be thinking about the Pessimistic Projection in My Plan?
New Feature: Financial Wellness Metrics
New! Insights Retirement Withdrawals Report
Why am I seeing a withdrawals?