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There is an overview of this entire set of alternative profiles for this family. The guide below illustrates how to read one of these reports. Sell Home Mo...

Base Plan Maximized  This alternative plan was saved from a maximized report where Social Security was optimized as well as the start of the smooth withdraw...

This alternative plan started with a cloned copy of the Maximized plan, but it was modified to address the constraint by setting smooth withdrawals back to ...

This alternative plan simply illustrates the use of a Special Expense entered in the future and the consequence that shows up as a slightly lower, but still...

This alternative plan illustrates the impact of a Roth Conversion. Some Tax-deferred retirement assets are converted to a Roth. It should be compared to the...

This alternative plan shows the impact of a future special receipt. The living standard goes up in every year, including the current year, even though the s...

This alternative plan has the husband work until age 70. It should be compared to the Base Plan.  This alternative plan illustrates a common what-if scenari...