Suggestions

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Outcome Categories in Chance of Success

Can we get an option to change the parameters of the Outcome Categories in the Chance of Success to something other than the existing difference between Retirement NW and Final NW? The existing set up can result in scenarios where (for example) $28M final NW is labeled Comfortable but $9M shows Large Surplus. I’d like to see something like an option to input our NW legacy goal and (for example) anything 150% - 300% of that would be comfortable and anything above that Large Surplus?

3 votes

Tagged as Suggestion

Suggested 08 August 2025 by user Jenny D

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  • 08 August 2025 Jenny D suggested this task

  • 13 August 2025 Shawn @PL approved this task

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    I think this is super useful, but would also love to see another kind of outcome category based on the closest the scenario comes to going broke–even if I recover later in retirement, getting close to 0 would not feel very comfortable!

    Wednesday