Social Security
Change to printed client report better illustrates income gap
Many subscribers have been asking for a column that calculates the additional years of work and non-Social Security pension income, since we reflect that income in the projected-versus-desired-income graph on the printed report. Thanks to our development team, the summary columns on the cashflow pages now feature a category titled “Other” in the printed client report. The total income from Social Security and the other possible income (additional work years and non-Social Security pension income) is calculated and either subtracted or added to reflect the income gap of the client’s annual income need.
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