Traditional Reports

Items in reports comparing the advantages and disadvantages of pension maximization and the retirement plan can be configured here.

Chart Series Colors

Configure the colors for the various series used in the Pension Max chart.

Disclaimer

Utilize the default disclaimer text or enter a custom disclaimer to be used in the report.

Miscellaneous

Configure the nomenclature for report titles and terminology and choose how to illustrate the grid cash flow display values (either annual or average monthly).