Add income and non-liquid assets
Non-guaranteed income is shown exactly as you enter it, then credited at 80% for planning — so you can see why the planning total changes. Non-liquid assets stay separate unless you choose to include them.
Building your personalized analysis…
Stronger areas are your foundation. Weaker ones are where the biggest gains live.
Entered non-guaranteed income, the 80% planning credit, and non-liquid assets — kept separate so the total is transparent.
Ranked by likely impact on your retirement security, based on your answers.
A polished PDF of your complete analysis — keep it, share it with a spouse, or bring it to a strategy session.
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