Expense Detail is a report module that focuses on the projected after-tax spending requirements for the plan.
The first page of the module includes a chart as well as the following Key Highlights:
Starting Monthly Spending is the projected total of all expenses included in the first month of the plan.
Total Planned Spending is the projected total of all expenses included through the plan.
Unfunded Spending is the projected total expenses that are unable to be covered due to a lack of assets available for withdrawal.
The following pages of the module include a data table that gives specific annual values for each expense in the plan as well as totals by year and expense. All ages shown are as of year-end.
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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