Field-Specific Help

Help for specific fields in the application

Annual Increase
Enter the percentage to grow each year from the Start Year to the End Year. For example, if you've entered a Start Year of 2030, an End Year of 2032, a...
Thu, 31 Mar, 2022 at 10:17 AM
Annual Living Standard Index
By default our calculations provide a stable living standard per household member through time to the extent permitted by cash-flow (borrowing) constraints....
Thu, 31 Mar, 2022 at 10:33 AM
Annuities
Enter information about annuities. Do not enter information about Social Security benefits, pensions, or retirement accounts, such as 401k or Roth accounts ...
Wed, 30 Mar, 2022 at 6:41 PM
Annuity Growth Rate
Annual growth rate for the annuity payout. For example, enter 0% if the annuity payout remains the same regardless of inflation, or enter a rate equal to yo...
Wed, 30 Mar, 2022 at 6:43 PM
Change in Survivors' Living Standard
This is the percentage change in the Per Adult Living Standard for survivors of this individual. We use this value when calculating life insurance coverage ...
Thu, 31 Mar, 2022 at 10:30 AM
Display All Charts at Same Scale Setting
By default, we show risk analysis charts so they are scaled to their contents. For example, if the highest living standard in your Base Strategy is $55,000 ...
Wed, 30 Mar, 2022 at 6:59 PM
Federal Tax Policy
You can run your plan to see how it is impacted by different assumptions for current and future Federal tax policy related to the Tax Cuts and Jobs Act of 2...
Thu, 31 Mar, 2022 at 10:28 AM
Frequency
Enter the frequency, or the number of years between each repeat.  For example, if you've entered a Start Year of 2030 and a Frequency of 2, the amount ...
Thu, 31 Mar, 2022 at 10:18 AM
Funeral Expenses
You can specify Funeral Expenses to ensure that these costs are accounted for and available not just in the entered year of death, but in any year starting ...
Thu, 31 Mar, 2022 at 10:31 AM
Growth Rate
This is the growth rate above inflation. If you just want amounts to keep pace with inflation, set it to zero.
Thu, 31 Mar, 2022 at 10:16 AM