FAQ: How do I Change my Plan Length/Max Age for Projections?

Caution: We do not recommend going below age 95 for couples in your base scenario, as there is a fairly high chance of at least on person in a couple living into their early 90's.

Length of the projections is based on the ending age in the Income or Expenses snapshots in Discovery. You can change the ending age in the Income Snapshot by clicking on the three dots in the left hand corner of the snapshot.

The same can be done in the final expense snapshot.

Make sure that both numbers are the same or the platform will show an error and will default to the higher value.

Changing Plan Length in One Scenario

If you would like to test a shorter plan length for one or both of you. You can do so using the Survivor Strategy AI strategies to test different life expediencies and how that affects your plan.

You can also use the Advanced Options Section to set a specific life expectancy for a scenario.