A sample retirement years chart is displayed below.
Clicking on any bar will display the values for the specific year. For example, clicking on the bar for 2041 above would result in the following display.
To return to the multi-year chart, click on the "Multi-Year" button at the top-left of the pie-chart.
When viewing a single year, several options are available.
Calendar Year
Below the pie chart a track-bar is available for sliding between the calendar years in retirement.
Account Distribution Priority
The priority of distribution from non-annuitized cash accounts is shown to the right of the chart (above). Drag-and-drop accounts in the desired order of distribution.
| Note: | The Apply Order Changes... option is only available in the Gap Analysis calculator and allows changes in priority during retirement. Otherwise the priority affects distributions starting at retirement. |
Configuration Options
Configuration options for the chart can be found in the Display Options and Chart Configuration docking panels tabs located the right of the chart.
