You can read details about our methodology here.
You can also edit many of the assumptions from the Projection page of your client’s plan: on the left bar, or click "Edit Assumptions." These include:
- Inflation rate
- Salary growth
- Longevity for your client and their spouse
- Other income sources
- Social Security assumptions and benefits (you can indicate how much Social Security your client will get, change what age they receive Social Security, and even upload a Social Security statement file)