Calculation Pages

The Gap Analysis' Calculations tab allows for quickly viewing the retirement calculations in various formats. Navigation and scenarios can be edited in the panel on the left and the calculations are displayed on the right.


Calculation Pages

Client and Spouse

When the illustration includes a retirement plan for both a client and spouse, because some calculation pages provide a view on either the client or spouse (such as the Overview tab), a box will appear below the navigation panel that allows for selecting whose values to be displayed.