What should I put in the Plan Description field?
What should I put in the Plan Description field?
Last published on: September 03, 2025
Plan Description is a field where you can take notes on how a plan differs from other plans you have created or are considering. For example, a plan may include an earlier/later retirement date, a lower/higher legacy goal, different income or longevity settings, etc. Or you might want to test out a hypothetical transaction, like selling a rental property and investing the proceeds. Putting brief notes of these differences in Plan Description will allow you to compare plans more easily in the Plan Scenarios view and recall why a given plan was created.