RetireTaxGuide User Guide
A complete guide to every page and visual component in RetireTaxGuide. Each section explains what you see on screen — charts, tables, sliders, KPI cards, and diagrams — and how to interpret them. Screenshots throughout show the built-in sample plan.
Getting Started
Your first five minutes — what to do before anything else.
Plan Setup Wizard
All 7 steps explained: every field, option, and validation rule.
Dashboard
Donut gauge, KPI cards, 4 chart types, yearly sidebar, and table view.
Cash Flow
Sankey money-flow diagram — sources, uses, and savings explained.
Tax Analytics
Composition, rates, and brackets tabs with every chart and table.
Tax Planner
Sliders, headroom ladder chart, guardrails, and tax-flow Sankey.
Chance of Success
Monte Carlo fan chart, trial drill-down, backtest heatmap, and sparklines.
What-If Scenarios
Every dial, the comparison chart, and how to save scenarios.
Wellness Score
Score gauge, 19 health checks, guardrails, and insights.
Compare
Comparison table, detail cards, and expandable household panels.
Your Data & Privacy
Export/import, localStorage, and privacy architecture.