Quick Gap Analysis

The Quick Gap Analysis calculator gives a rapid visual presentation of retirement income sources, needs analysis, and shortfall analysis. A comparison between projected income sources and income necessity is easily demonstrated, including projected insufficiencies and savings requirements to fill any gaps.

Income sources can include:

1.The client's and spouse's (optional) retirement plan(s), including defined benefit plans,

2.Social Security,

3.Savings accounts (such as IRAs or retirement plans from previous employers) ,

4.Known cash flows (such as rental income or part time work), and

5.Lump sum accounts (such as an inheritance or sale of a property).

After the data entry, the projected retirement income is compared to the client's retirement income need; thus, determining additional savings requirements. If necessary, various scenarios are then calculated and displayed as solutions for reaching the desired financial goals for the client's retirement.

Select the item below for help in a particular area:


2.Data Entry

3.Calculations Screens (tabs)

4.Payout Methods

Click here for a list of answers to frequently asked questions.