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Retirement IQ Check

Shape chart

Butterfly · Also called: butterfly chart, money in and balances, plan shape

Money in above the center line and account balances below it, one row per year. Teal is yours to keep, red is taxes, the dashed line is needed outflows, and the stack shows the balance mix.

Select a year to inspect income, taxes, spending, withdrawal, net cash flow, and end-of-year balances.

The chart follows the Today's $ / Future $ toggle. Overview uses it beside the selected-year inspector; Outlook → Timeline defaults to Shape, with Custom series keeping the category chart.

Sources

RetIQ term — RetIQ Overview and Outlook → Timeline
The current-year figures and the numbers from your own plan appear inside RetIQ. Open the app →

Related

funded-to-agereal-vs-nominal

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