Average Values

The Average Values screen graphically displays the client and spouse's retirement needs, incomes and shortfall. The bars on the chart vary according to what accounts the client and spouse have.  Additionally, account types can be configured to indicate which are fixed and which are flexible.

Note:These are average values during all retirement years. If an account that pays out during retirement changes during retirement, or if there is a spouse and the income is not paid out all retirement months, the value may vary from the monthly payout made by the account.