Income Detail is a report module that focuses on all projected income from both investments and other sources throughout the plan. Income projected from annuity income riders are included in this illustration.
The first page of the module includes a chart as well as the following Key Highlights:
Total Gross Income (Household) is the total projected gross (pre-tax) income including account withdrawals throughout the plan.
Total Gross Income (Client/Joint) is the total projected gross (pre-tax) income including account withdrawals, by owner, throughout the plan.
The following pages of the module include a data table that gives specific projected annual amounts by other income type as well as “Investments” in the plan with totals by year and type. All ages shown are as of year-end.
A full list of income types and their associated tax treatments can be found in the Other Income article.
Investments represents the sum of all account withdrawals projected each year.
Standard disclosures are provided in the footer, as well as additional disclosures specific to this illustration in the Disclosures section at the end of the report.
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