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Thank you for trying the Retirement Income Planner
We truly appreciate you taking the time to share your feedback. There are many questions below, but please feel free to answer only those you wish�every response helps us improve. No personal information is collected

Retirement Income Planner - Survey

Please answer the questions below. Your answers are not personally identifiable.

How easy was it to find advanced mode?

How easy was it to enter your post-tax, traditional and Roth balances at retirement?

How easy was it to set Social Security claim ages and benefits?

How useful were the retirement income projection charts (visuals)?

How clear was the year-by-year breakdown of withdrawals and balances?

How useful is the ability to view Range, Depletion, Shortfalll?

How easy was it to understand the yearly projection table?

How useful was the ability to hide or show column groups in the projection table?

How clear were the tooltips and info icons for each column?

How helpful were the timeline and milestone columns (Year, Your Age, Partner Age, Milestones) in tracking retirement events?

How clear was the calculation of 'Amount Needed' and 'Amount Withdrawn' for each year?

How useful was the breakdown of withdrawals by account type (Taxable, Traditional, Roth) for covering living expenses?

How easy was it to interpret the income sources (Social Security, Reverse Mortgage, Growth) for each year?

How useful was the 'Total Inflow' column in understanding your annual income?

How clear were the ending balance columns for each account type and the total?

How useful was the tax paid breakdown for growth and income?

How clear was the tax paid breakdown for traditional account withdrawals?

How useful was the total withdrawals breakdown by account type?

How easy was it to scroll, navigate, and view all years in the projection table?

Did you encounter any confusion or difficulty with the column group toggles or the grid layout?

Are there any columns or data you wish were included or excluded in the yearly projection?

How useful were warnings or alerts (e.g., money may run out) in guiding decisions?

How easy was it to change assumptions and re-run scenarios?

How would you rate the app's speed and performance when recalculating results?

How likely are you to recommend the Retirement Income Planner to a colleague or friend?

Overall, how satisfied are you with the Retirement Income Planner?

What did you like most about the Retirement Income Planner?

What part of the planner did you find most confusing or difficult to use?

What additional features or improvements would you like to see?

Did any results or calculations seem incorrect? Please describe any discrepancies or bugs.

Any other comments, suggestions or use-cases you'd like to share?

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Retirement Income Planner - Survey