to View the Lifetime Planner results:
- Click the Planning tab.
- Click the Lifetime Planner button.
- An account balances bar graph covering the years of your plan is displayed in the Plan: Results snapshot. The snapshot also tells you if your plan is succeeding, and the Event List at the bottom lists the events you are planning for.
Notes
- To get more detail from the graph
To see the forecast account balance for a single year, place the cursor on the bar for that year. The cursor changes to a magnifying glass and the account balance is displayed.
To see how that forecast account balance was reached, double-click the bar for that year. A summary of account activity is displayed in a separate dialog.
To view amounts in future dollars, click the Options button above the Plan: Results snapshot and select Show amounts in future value.
You may be surprised to see that after-retirement expenses appear higher than before-retirement expenses even through you've entered a lesser amount for after retirement. This is because today's dollars are increased by the inflation rate you set in the Estimated Inflation dialog.
- To create a What if scenario
- To view a summary of your plan
Click Summary to see a high level summary of plan events and savings.