Scenarios
Comparing plans side by side5 sections
A scenario is a saved set of assumptions, so two plans can be compared without either overwriting the other.
Each scenario holds a complete configuration: ages, income, expenses, expected returns, Social Security timing, and any life events attached to it.
Because the set is saved as a whole, switching between scenarios re-runs the projection against a different set of inputs rather than editing one in place.
This content is educational and informational only. It is not financial, investment, or tax advice. Consult a qualified professional before making financial decisions.