Lifetime Planner does not show "Rate of Return"

scarr123

The "Plan Assumptions" summary shown on the screen as well as in the "Print Lifetime Planner..." report does not show the "Rate of Return". Also, it does not show "Retirement Benefits" in the summary screen nor the report.

I would prefer that the report show ALL the details/assumptions exactly as entered and shown in the Change Assumptions pop-up dialog so that I can then review this plan in detail with others. The report should not hide any of these essential details.

Scooterlam

@scarr123 For sure, unlocking lifetime planner data is a real challenge...So much to do when it comes to making plan data accessible and usable. 

For those who will visit this IDEA post, I've added a screenshot for reference, below.   Hopefully, adding to the UI Assumption list should carry through to the File>Print Lifetime Planner function.




You might want to consider having a look and voting for some of these other IDEA posts related to LTP reporting and export, below. 

REPORT, PRINT AND EXPORT PLAN RESULTS - updated 12.27.21

• IDEA:   Enable Full Export of Plan Data - Create "Portfolio" DAT File - added 12.27.21

• IDEA:   Add Participant Age(s) to Plan Summary Tables & Graphs - added 10.29.21

• IDEA:   Add Plan Results Data Tables Under Plan Results Graph - added 09.03.21 

• IDEA:   Export Plan Results Graph Data to Excel
  

• IDEA:   How to Export the Lifetime Planner's Plan

• IDEA:   Print out a Formal Report from Lifetime Planner Results

• BUG:    Print out the Results of the Lifetime Planner

Lastly, many other idea and bug reports for LTP can be found here:  https://community.quicken.com/discussion/7713110/lifetime-planner-bug-and-idea-list-make-yourself-heard/p1  You might want to vote on all those in which you have interest!