Adding Or Changing An Income Snapshot

Income is entered onto the platform in 'Snapshots'. These tell the platform how long different income sources will be in your plan.

The platform starts with one snapshot where you can enter current income, but you can add additional snapshots that represent any large changes in income.

Examples of Additional Income Snapshots:

• Phased Retirement between Spouses: If you and your spouse plan to retire at different times
• Part-Time Work: When shifting from full-time work to part-time or consulting work
• Rental Income: If you have rental income that continues into retirement

How To Add A New Income Snapshot

1. Click on the menu button in the right hand corner of any existing income snapshot

1. Select either 'Add a Financial Snapshot' or 'Copy a Financial Snapshot'.
   1. Add a Financial Snapshot: Creates a new blank snapshot
   2. Copy a Financial Snapshot: Creates a copy of the snapshot will all values
2. Add a descriptive name for your new income snapshot
3. Add the start age (for couples this is the primary user)
4. Add the end age (for couples this is the primary user)
   1. End Age will continue this income until the end of the year in which the primary user turns that age
5. Click "Create

Tip: After adding a new snapshot it may be necessary to change the ages for other snapshots. This will not happen automatically.