What does Legacy Amount measure in the Legacy Example Scenarios table?
What does "Legacy Amount measure in the Legacy Example Scenarios table?
Last published on: September 03, 2025
Legacy Amount is the investment portfolio assets remaining and available for legacy needs at the end of a given plan in a given test scenario.
You can toggle between nominal (i.e., estimated future dollar amounts) and real (inflation-adjusted/today's dollar amounts) in the upper right-hand corner of this section.