Other Income Detail is a report module that focuses on the projected income sources other than account withdrawals 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 Other Income (Household) is the total projected gross (pre-tax) income other than account withdrawals throughout the plan.
Total Gross Other Income (Client/Joint) is the total projected gross (pre-tax) income other than 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 in the plan as well as 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.
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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