See how Retirement Chartplotter works

What the video covers

1. See the whole planning journey. Start with your household, ages, spending, accounts, income, Social Security, and economic assumptions.
2. Check the plan before relying on results. Plan Check identifies missing or inconsistent inputs, while Scenario Highlights draws attention to potentially meaningful comparisons.
3. Compare choices side by side. Review how Social Security claiming ages and Roth conversion choices may affect taxes, balances, and spending coverage.
4. Look behind the summary. Follow income, spending, taxes, withdrawals, and account balances in the year-by-year details.
5. Explore Roth conversions. Compare no conversion, a fixed schedule, and a modeled optimized schedule under the same assumptions.
6. Test where retirement spending comes from. Compare explicitly named withdrawal policies without silently changing the active plan.
7. See the value of spending flexibility. Test how clearly defined spending adjustments may affect a plan during weaker portfolio conditions.
8. Prepare for uncertainty. Use simulated market and inflation paths to review modeled spending coverage and possible balances—not a forecast or guarantee.
9. Ask what happens if retirement lasts longer. Compare the entered ages with longer-life cases for one or both spouses.

A practical way to begin

1. Open the planner and enter your expected retirement starting point.
2. Resolve the important Plan Check messages.
3. Compare a small number of realistic Social Security and Roth choices.
4. Use the year-by-year table to understand why the results differ.
5. Run risk, spending, withdrawal, or longevity comparisons only after the base inputs make sense.

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