Why do some income in some years deviate from the input?

After entering specific income for work years I see a minor discrepancy in the amount in the pdf report. For some reason the last 2-3 years income is less than that inputted by a small and seemingly arbitrary amount. This was consistent for each person (a couple). It shows in the suggestions and detail sections. I note that the correct amount is listed in the inputs/assumptions section.


dan royer's picture

Tom, I'm a bit unclear here. You are referring to labor income I believe. You input say 100,000 in income and you say that in the Total Income report under Labor Earnings you see some income less than that 100K?

Tom Formhals's picture

Exactly. I have attached the pdf report for your review. Note that I observed two inconsistencies. (previous question on special E/R). In this report you will see that incomes in 2025 & 2026 are incorrect for both persons. You will also notice in spending that the corresponding retirement deduction is similarly incorrect.

In regard to Special E&R, I did input E&R in the last year of life. One of the E's is listed in the report( $75,000), but others are not (1940+2750). As well, the R's are not reported in that last year.

regards, Tom

Tom Formhals's picture

I removed the pdf since I realized that it is available to everyone. Let me know if you want me to send it via another avenue. Email?

dan royer's picture

Sure. Send it to me at dan @ economicsecurityplanning.com

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