The Income Plan One Sheet Report is a basic report that can be run on plans of any status other than Rejected. It contains:
- Client names and ages
- Any plan notes that have been entered and saved
- Hypothetical Illustration
The Hypothetical Illustration is a data table that also appears in the Proposal, Approved Plan, and Retirement Readiness Reports. Depending on the length of the plan, the report may continue on additional pages. It contains:
- Monthly Net Income from Income Floors and Investment Income (segment investment liquidation), annually and in total
- Segment Growth ROR, Distribution ROR, Tax Rate, and Starting Value
- Segment year-end balances by plan year for both growth phase and distribution phase (drawdown years highlighted in green)
- Total plan balance by year
