Lifetime Planner IDEA: Add Participant Age to Plan Summary Tables & Graphs

Scooterlam
Scooterlam SuperUser, Windows Beta Beta
Lifetime Planner IDEA:  Add Participant Age to Plan Summary Tables,  Plan: Results Graph & What-if Dialog Graph


Adding age reference of the plan participant(s) is helpful especially when doing / validating assumption and what-if changes around age centric variables (ex.  SS claiming age, retirement age, special / college expenses and expense adjustments tied to age, et al).  Also very helpful when scrolling <next/previous year> within a plan summary window.



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THE CHANGE


1.  Add participant's age references on plan summary tables, plan result graph, and What-if dialog graph.  Image 1,2.  Consider also adding, in Plan Summary tables only, children and dependent ages.


2.  Increase the size of the What-if dialog window....Image 2.


3.   Include participant age references on all future plan data export or report tables like thisthis and this:)


IMAGE 1



IMAGE 2





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