Future Income has a couple of limitations to be aware of.

It is necessary to keep in mind that projections are, well, just that – projections. Reality can and likely will differ. Dividends, dividend pay dates and even dividend frequencies can change. This in turn can change the amounts and/or the timings of actual dividend income realized relative to projections.

Future Income does not include any income from assets in your portfolios that may produce additional income, such as coupons from individual bond holdings.

Holdings Level