How OpenBook Projections Work
A methodology article explaining how OpenBook projections use inputs, assumptions, fees, taxes, benefits, source data, limits, and scenario outputs.
Methodology & Projections
Why Retirement Projections Change - and When to Update Them
Why retirement projections change when facts, assumptions, rules, decisions or household circumstances change, and when a refresh, scenario or rebuild is appropriate.
Scenario Testing and Sensitivity Analysis
How scenario testing, sensitivity analysis, deterministic ranges, thresholds and sequence paths can help explain what drives a retirement projection result.