Gap Analysis

Note: To access the Gap Analysis Information, select File/Config from the ribbon bar and select Gap Analysis from the navigation window on the left.

There are a number of configurable areas in the Gap Analysis section. Each is explained in the respective links below:


Bucket Strategy


Chart Colors

Distribution Priority

Federal Plans

Pension Max


Rename Plans

Retirement Budget

Retirement Plans

Retirement Income Models

Retirement Tax Tables

Retirement Years

Special Expenses