Interpret the future income chart

Tip: For easier reading, click    (above).

This graph shows where your money will come from.

Before you retire, the source of most of your income probably will be from your job. You also may have other regular sources of income, such as alimony or rental income from a house you own. In addition, you may be planning for unusual income, such as inheritance from a family member.

After you retire, most of the money you'll most likely receive will be from Social Security benefits, pensions, and withdrawals from savings.

Whenever the Lifetime Planner calculates that you won't have enough income to cover your expenses, it will automatically forecast withdrawals from your savings accounts.

You can enter or change your income in the Income place (in the Lifetime Planner).

How do I enter income information for my partner and myself?