Field-Specific Help

Help for specific fields in the application

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
Non-Covered Pensions and Retirement Accounts
Non-Covered Pensions are pensions based on non-covered income, i.e. income not taxed Social Security. Only certain retirement accounts and government and fo...
Mon, 30 Oct, 2023 at 12:40 PM
Pension Percent Inflation Indexing
If your pension gets a full cost-of-living increase each year, enter 100%. If you don't get any cost-of-living increase (your pension stays the same amo...
Thu, 31 Mar, 2022 at 10:11 AM
What-If (Planned) Benefit Filing Dates
In the What-If (Planned) Filing Dates panel, you can model current and future filing dates for retirement benefits as well as spousal benefits and widow(er)...
Thu, 31 Mar, 2022 at 1:35 PM