Suggestions

:speech_balloon:

Chart UI Tweak: X-axis to always include year, age, tax filing, and location

Would be great if the X-axis of the Chart would always include: * year * Me/Spouse Age – something as simple as “80/78” would be great where first # is Me and second is Spouse … easy to not include Spouse on a single plan

  • tax filing status – something as simple as displaying a J–> (joint) or S–> (separate) under the first year of the plan – then displaying that J–> or S–> concept in any year(s) the tax filing status changes (marriage, end-of-life, etc.)

  • location – something simple like MN–> or TN–> – again showing what location in year 1 of the plan, and only at year it changes

When PL enables a separate location for Me & Spouse, then maybe look at the X-axis having a Me row and a Spouse row…? Year 2030 2031 2032 2033 Me 70/S/MN 71 72 73/J/TN Spouse 67/S/TN 68 69 70/J/TN

This visual tweak will help us all know (and not assume) what PL is doing across the timeline…

1 vote

Tagged as Suggestion

Suggested 02 October by user Mike Bendtsen