{
  "kind": "all",
  "value": "all",
  "collectionKey": "slides:all:all:all-document-kinds:all-producers:all-orientations",
  "filters": {
    "documentKinds": [],
    "sourceTypes": [],
    "orientations": []
  },
  "total": 319975,
  "page": 1383,
  "pageSize": 30,
  "pageCount": 10666,
  "rows": [
    {
      "docId": "019dd923-5e88-73ef-bd57-ee505d99d7cc",
      "docSlug": "8921baa1a2966ef5",
      "documentTitle": "modern retirement monthly report en",
      "authorId": "UBS",
      "authorName": "UBS",
      "documentKindSlug": "consulting-deck",
      "documentKindLabel": "Consulting deck",
      "sourceTypeSlug": "equity_research",
      "sourceTypeLabel": "Equity research",
      "presentationDate": null,
      "orientation": "landscape",
      "aspectRatio": 1.776,
      "pageNumber": 9,
      "slideType": "impact_sizing",
      "function": "quantify_impact",
      "notes": "Uses an icon-based bar chart to illustrate the growth of savings vs portfolio returns.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": null,
      "slideHref": "/slides/019dd923-5e88-73ef-bd57-ee505d99d7cc/9",
      "deckHref": "/decks/019dd923-5e88-73ef-bd57-ee505d99d7cc",
      "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd57-ee505d99d7cc#slide-9",
      "loopMatches": [],
      "arcBeatMatches": [],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019dd923-5e88-73ef-bd57-ee505d99d7cc",
      "docSlug": "8921baa1a2966ef5",
      "documentTitle": "modern retirement monthly report en",
      "authorId": "UBS",
      "authorName": "UBS",
      "documentKindSlug": "consulting-deck",
      "documentKindLabel": "Consulting deck",
      "sourceTypeSlug": "equity_research",
      "sourceTypeLabel": "Equity research",
      "presentationDate": null,
      "orientation": "landscape",
      "aspectRatio": 1.776,
      "pageNumber": 10,
      "slideType": "other",
      "function": "present_framework",
      "notes": "The slide uses a hub-and-spoke diagram to categorize financial assets by tax treatment.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": null,
      "slideHref": "/slides/019dd923-5e88-73ef-bd57-ee505d99d7cc/10",
      "deckHref": "/decks/019dd923-5e88-73ef-bd57-ee505d99d7cc",
      "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd57-ee505d99d7cc#slide-10",
      "loopMatches": [],
      "arcBeatMatches": [],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019dd923-5e88-73ef-bd57-ee505d99d7cc",
      "docSlug": "8921baa1a2966ef5",
      "documentTitle": "modern retirement monthly report en",
      "authorId": "UBS",
      "authorName": "UBS",
      "documentKindSlug": "consulting-deck",
      "documentKindLabel": "Consulting deck",
      "sourceTypeSlug": "equity_research",
      "sourceTypeLabel": "Equity research",
      "presentationDate": null,
      "orientation": "landscape",
      "aspectRatio": 1.776,
      "pageNumber": 11,
      "slideType": "comparison_table",
      "function": "summarize",
      "notes": "Includes specific IRS-defined contribution limits and phase-out thresholds for 2024.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": null,
      "slideHref": "/slides/019dd923-5e88-73ef-bd57-ee505d99d7cc/11",
      "deckHref": "/decks/019dd923-5e88-73ef-bd57-ee505d99d7cc",
      "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd57-ee505d99d7cc#slide-11",
      "loopMatches": [],
      "arcBeatMatches": [],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019dd923-5e88-73ef-bd57-ee505d99d7cc",
      "docSlug": "8921baa1a2966ef5",
      "documentTitle": "modern retirement monthly report en",
      "authorId": "UBS",
      "authorName": "UBS",
      "documentKindSlug": "consulting-deck",
      "documentKindLabel": "Consulting deck",
      "sourceTypeSlug": "equity_research",
      "sourceTypeLabel": "Equity research",
      "presentationDate": null,
      "orientation": "landscape",
      "aspectRatio": 1.776,
      "pageNumber": 12,
      "slideType": "data_table",
      "function": "present_framework",
      "notes": "Includes footnotes regarding age/blindness adjustments and net investment income tax (NIIT).",
      "imagePath": null,
      "matchCount": 1,
      "evidence": null,
      "slideHref": "/slides/019dd923-5e88-73ef-bd57-ee505d99d7cc/12",
      "deckHref": "/decks/019dd923-5e88-73ef-bd57-ee505d99d7cc",
      "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd57-ee505d99d7cc#slide-12",
      "loopMatches": [],
      "arcBeatMatches": [],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019dd923-5e88-73ef-bd57-ee505d99d7cc",
      "docSlug": "8921baa1a2966ef5",
      "documentTitle": "modern retirement monthly report en",
      "authorId": "UBS",
      "authorName": "UBS",
      "documentKindSlug": "consulting-deck",
      "documentKindLabel": "Consulting deck",
      "sourceTypeSlug": "equity_research",
      "sourceTypeLabel": "Equity research",
      "presentationDate": null,
      "orientation": "landscape",
      "aspectRatio": 1.776,
      "pageNumber": 13,
      "slideType": "roadmap",
      "function": "present_framework",
      "notes": "The slide uses a waterfall diagram to represent a sequential savings strategy.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": null,
      "slideHref": "/slides/019dd923-5e88-73ef-bd57-ee505d99d7cc/13",
      "deckHref": "/decks/019dd923-5e88-73ef-bd57-ee505d99d7cc",
      "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd57-ee505d99d7cc#slide-13",
      "loopMatches": [],
      "arcBeatMatches": [],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019dd923-5e88-73ef-bd57-ee505d99d7cc",
      "docSlug": "8921baa1a2966ef5",
      "documentTitle": "modern retirement monthly report en",
      "authorId": "UBS",
      "authorName": "UBS",
      "documentKindSlug": "consulting-deck",
      "documentKindLabel": "Consulting deck",
      "sourceTypeSlug": "equity_research",
      "sourceTypeLabel": "Equity research",
      "presentationDate": null,
      "orientation": "landscape",
      "aspectRatio": 1.776,
      "pageNumber": 14,
      "slideType": "comparison_table",
      "function": "compare_options",
      "notes": "The slide uses a comparison matrix structure to contrast two financial products.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": null,
      "slideHref": "/slides/019dd923-5e88-73ef-bd57-ee505d99d7cc/14",
      "deckHref": "/decks/019dd923-5e88-73ef-bd57-ee505d99d7cc",
      "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd57-ee505d99d7cc#slide-14",
      "loopMatches": [],
      "arcBeatMatches": [],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019dd923-5e88-73ef-bd57-ee505d99d7cc",
      "docSlug": "8921baa1a2966ef5",
      "documentTitle": "modern retirement monthly report en",
      "authorId": "UBS",
      "authorName": "UBS",
      "documentKindSlug": "consulting-deck",
      "documentKindLabel": "Consulting deck",
      "sourceTypeSlug": "equity_research",
      "sourceTypeLabel": "Equity research",
      "presentationDate": null,
      "orientation": "landscape",
      "aspectRatio": 1.776,
      "pageNumber": 15,
      "slideType": "problem_statement",
      "function": "frame_problem",
      "notes": "The chart illustrates the inverse relationship between human capital (declining with age) and financial capital (increasing with age).",
      "imagePath": null,
      "matchCount": 1,
      "evidence": null,
      "slideHref": "/slides/019dd923-5e88-73ef-bd57-ee505d99d7cc/15",
      "deckHref": "/decks/019dd923-5e88-73ef-bd57-ee505d99d7cc",
      "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd57-ee505d99d7cc#slide-15",
      "loopMatches": [
        {
          "to": 21,
          "from": 15,
          "name": "Cost Of Inaction",
          "slug": "27-cost-of-inaction",
          "bestFor": "Urgent budget requests, compliance, risk mitigation",
          "matchId": "3921504d-6819-4d00-b32c-a5a35133c7ec",
          "evidence": "The sections on protecting human capital and building a buffer against portfolio volatility",
          "position": 1,
          "objective": "Highlight the cost of not planning for retirement",
          "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point",
          "confidence": 0.6,
          "description": "Quantify what happens if the audience does nothing"
        }
      ],
      "arcBeatMatches": [
        {
          "to": 15,
          "from": 15,
          "beatId": "5d61fccd-823d-4ab6-9c28-fb61b8a409f1",
          "arcName": "The Sequoia Pitch",
          "arcSlug": "sequoia-pitch",
          "beatName": "Problem",
          "beatSlug": "sequoia-pitch-problem",
          "evidence": "The section 'Human capital is your most valuable asset. How can you protect it?'",
          "position": 0,
          "confidence": 0.7,
          "parentBeatName": "Complication",
          "parentBeatSlug": "complication"
        }
      ],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019dd923-5e88-73ef-bd57-ee505d99d7cc",
      "docSlug": "8921baa1a2966ef5",
      "documentTitle": "modern retirement monthly report en",
      "authorId": "UBS",
      "authorName": "UBS",
      "documentKindSlug": "consulting-deck",
      "documentKindLabel": "Consulting deck",
      "sourceTypeSlug": "equity_research",
      "sourceTypeLabel": "Equity research",
      "presentationDate": null,
      "orientation": "landscape",
      "aspectRatio": 1.776,
      "pageNumber": 16,
      "slideType": "initiative_list",
      "function": "present_solution",
      "notes": null,
      "imagePath": null,
      "matchCount": 1,
      "evidence": null,
      "slideHref": "/slides/019dd923-5e88-73ef-bd57-ee505d99d7cc/16",
      "deckHref": "/decks/019dd923-5e88-73ef-bd57-ee505d99d7cc",
      "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd57-ee505d99d7cc#slide-16",
      "loopMatches": [
        {
          "to": 21,
          "from": 15,
          "name": "Cost Of Inaction",
          "slug": "27-cost-of-inaction",
          "bestFor": "Urgent budget requests, compliance, risk mitigation",
          "matchId": "3921504d-6819-4d00-b32c-a5a35133c7ec",
          "evidence": "The sections on protecting human capital and building a buffer against portfolio volatility",
          "position": 1,
          "objective": "Highlight the cost of not planning for retirement",
          "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point",
          "confidence": 0.6,
          "description": "Quantify what happens if the audience does nothing"
        }
      ],
      "arcBeatMatches": [
        {
          "to": 16,
          "from": 16,
          "beatId": "938f196a-02f1-4876-bb19-c04affc5f65f",
          "arcName": "The Sequoia Pitch",
          "arcSlug": "sequoia-pitch",
          "beatName": "Solution",
          "beatSlug": "sequoia-pitch-solution",
          "evidence": "The checklist for workplace benefits",
          "position": 1,
          "confidence": 0.7,
          "parentBeatName": "Turn",
          "parentBeatSlug": "turn"
        }
      ],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019dd923-5e88-73ef-bd57-ee505d99d7cc",
      "docSlug": "8921baa1a2966ef5",
      "documentTitle": "modern retirement monthly report en",
      "authorId": "UBS",
      "authorName": "UBS",
      "documentKindSlug": "consulting-deck",
      "documentKindLabel": "Consulting deck",
      "sourceTypeSlug": "equity_research",
      "sourceTypeLabel": "Equity research",
      "presentationDate": null,
      "orientation": "landscape",
      "aspectRatio": 1.776,
      "pageNumber": 17,
      "slideType": "cover",
      "function": "front_matter",
      "notes": null,
      "imagePath": null,
      "matchCount": 1,
      "evidence": null,
      "slideHref": "/slides/019dd923-5e88-73ef-bd57-ee505d99d7cc/17",
      "deckHref": "/decks/019dd923-5e88-73ef-bd57-ee505d99d7cc",
      "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd57-ee505d99d7cc#slide-17",
      "loopMatches": [
        {
          "to": 21,
          "from": 15,
          "name": "Cost Of Inaction",
          "slug": "27-cost-of-inaction",
          "bestFor": "Urgent budget requests, compliance, risk mitigation",
          "matchId": "3921504d-6819-4d00-b32c-a5a35133c7ec",
          "evidence": "The sections on protecting human capital and building a buffer against portfolio volatility",
          "position": 1,
          "objective": "Highlight the cost of not planning for retirement",
          "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point",
          "confidence": 0.6,
          "description": "Quantify what happens if the audience does nothing"
        }
      ],
      "arcBeatMatches": [],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019dd923-5e88-73ef-bd57-ee505d99d7cc",
      "docSlug": "8921baa1a2966ef5",
      "documentTitle": "modern retirement monthly report en",
      "authorId": "UBS",
      "authorName": "UBS",
      "documentKindSlug": "consulting-deck",
      "documentKindLabel": "Consulting deck",
      "sourceTypeSlug": "equity_research",
      "sourceTypeLabel": "Equity research",
      "presentationDate": null,
      "orientation": "landscape",
      "aspectRatio": 1.776,
      "pageNumber": 18,
      "slideType": "initiative_list",
      "function": "present_solution",
      "notes": null,
      "imagePath": null,
      "matchCount": 1,
      "evidence": null,
      "slideHref": "/slides/019dd923-5e88-73ef-bd57-ee505d99d7cc/18",
      "deckHref": "/decks/019dd923-5e88-73ef-bd57-ee505d99d7cc",
      "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd57-ee505d99d7cc#slide-18",
      "loopMatches": [
        {
          "to": 21,
          "from": 15,
          "name": "Cost Of Inaction",
          "slug": "27-cost-of-inaction",
          "bestFor": "Urgent budget requests, compliance, risk mitigation",
          "matchId": "3921504d-6819-4d00-b32c-a5a35133c7ec",
          "evidence": "The sections on protecting human capital and building a buffer against portfolio volatility",
          "position": 1,
          "objective": "Highlight the cost of not planning for retirement",
          "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point",
          "confidence": 0.6,
          "description": "Quantify what happens if the audience does nothing"
        }
      ],
      "arcBeatMatches": [],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019dd923-5e88-73ef-bd57-ee505d99d7cc",
      "docSlug": "8921baa1a2966ef5",
      "documentTitle": "modern retirement monthly report en",
      "authorId": "UBS",
      "authorName": "UBS",
      "documentKindSlug": "consulting-deck",
      "documentKindLabel": "Consulting deck",
      "sourceTypeSlug": "equity_research",
      "sourceTypeLabel": "Equity research",
      "presentationDate": null,
      "orientation": "landscape",
      "aspectRatio": 1.776,
      "pageNumber": 19,
      "slideType": "diagnosis",
      "function": "diagnose",
      "notes": "The slide uses a simple mapping/flow diagram to connect two categories of financial planning to their respective assessment questions.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": null,
      "slideHref": "/slides/019dd923-5e88-73ef-bd57-ee505d99d7cc/19",
      "deckHref": "/decks/019dd923-5e88-73ef-bd57-ee505d99d7cc",
      "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd57-ee505d99d7cc#slide-19",
      "loopMatches": [
        {
          "to": 21,
          "from": 15,
          "name": "Cost Of Inaction",
          "slug": "27-cost-of-inaction",
          "bestFor": "Urgent budget requests, compliance, risk mitigation",
          "matchId": "3921504d-6819-4d00-b32c-a5a35133c7ec",
          "evidence": "The sections on protecting human capital and building a buffer against portfolio volatility",
          "position": 1,
          "objective": "Highlight the cost of not planning for retirement",
          "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point",
          "confidence": 0.6,
          "description": "Quantify what happens if the audience does nothing"
        }
      ],
      "arcBeatMatches": [],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019dd923-5e88-73ef-bd57-ee505d99d7cc",
      "docSlug": "8921baa1a2966ef5",
      "documentTitle": "modern retirement monthly report en",
      "authorId": "UBS",
      "authorName": "UBS",
      "documentKindSlug": "consulting-deck",
      "documentKindLabel": "Consulting deck",
      "sourceTypeSlug": "equity_research",
      "sourceTypeLabel": "Equity research",
      "presentationDate": null,
      "orientation": "landscape",
      "aspectRatio": 1.776,
      "pageNumber": 20,
      "slideType": "financial_analysis",
      "function": "quantify_impact",
      "notes": "The chart uses a dual-axis representation: bar chart for drawdown percentage and a line/scatter plot for recovery time in years.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": null,
      "slideHref": "/slides/019dd923-5e88-73ef-bd57-ee505d99d7cc/20",
      "deckHref": "/decks/019dd923-5e88-73ef-bd57-ee505d99d7cc",
      "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd57-ee505d99d7cc#slide-20",
      "loopMatches": [
        {
          "to": 21,
          "from": 15,
          "name": "Cost Of Inaction",
          "slug": "27-cost-of-inaction",
          "bestFor": "Urgent budget requests, compliance, risk mitigation",
          "matchId": "3921504d-6819-4d00-b32c-a5a35133c7ec",
          "evidence": "The sections on protecting human capital and building a buffer against portfolio volatility",
          "position": 1,
          "objective": "Highlight the cost of not planning for retirement",
          "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point",
          "confidence": 0.6,
          "description": "Quantify what happens if the audience does nothing"
        }
      ],
      "arcBeatMatches": [],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019dd923-5e88-73ef-bd57-ee505d99d7cc",
      "docSlug": "8921baa1a2966ef5",
      "documentTitle": "modern retirement monthly report en",
      "authorId": "UBS",
      "authorName": "UBS",
      "documentKindSlug": "consulting-deck",
      "documentKindLabel": "Consulting deck",
      "sourceTypeSlug": "equity_research",
      "sourceTypeLabel": "Equity research",
      "presentationDate": null,
      "orientation": "landscape",
      "aspectRatio": 1.776,
      "pageNumber": 21,
      "slideType": "initiative_list",
      "function": "recommend",
      "notes": null,
      "imagePath": null,
      "matchCount": 1,
      "evidence": null,
      "slideHref": "/slides/019dd923-5e88-73ef-bd57-ee505d99d7cc/21",
      "deckHref": "/decks/019dd923-5e88-73ef-bd57-ee505d99d7cc",
      "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd57-ee505d99d7cc#slide-21",
      "loopMatches": [
        {
          "to": 21,
          "from": 15,
          "name": "Cost Of Inaction",
          "slug": "27-cost-of-inaction",
          "bestFor": "Urgent budget requests, compliance, risk mitigation",
          "matchId": "3921504d-6819-4d00-b32c-a5a35133c7ec",
          "evidence": "The sections on protecting human capital and building a buffer against portfolio volatility",
          "position": 1,
          "objective": "Highlight the cost of not planning for retirement",
          "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point",
          "confidence": 0.6,
          "description": "Quantify what happens if the audience does nothing"
        }
      ],
      "arcBeatMatches": [],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019dd923-5e88-73ef-bd57-ee505d99d7cc",
      "docSlug": "8921baa1a2966ef5",
      "documentTitle": "modern retirement monthly report en",
      "authorId": "UBS",
      "authorName": "UBS",
      "documentKindSlug": "consulting-deck",
      "documentKindLabel": "Consulting deck",
      "sourceTypeSlug": "equity_research",
      "sourceTypeLabel": "Equity research",
      "presentationDate": null,
      "orientation": "landscape",
      "aspectRatio": 1.776,
      "pageNumber": 22,
      "slideType": "data_table",
      "function": "analyze_data",
      "notes": "The slide uses two distinct chart types to illustrate that inflation is not uniform and that retirement spending is dynamic.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": null,
      "slideHref": "/slides/019dd923-5e88-73ef-bd57-ee505d99d7cc/22",
      "deckHref": "/decks/019dd923-5e88-73ef-bd57-ee505d99d7cc",
      "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd57-ee505d99d7cc#slide-22",
      "loopMatches": [],
      "arcBeatMatches": [],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019dd923-5e88-73ef-bd57-ee505d99d7cc",
      "docSlug": "8921baa1a2966ef5",
      "documentTitle": "modern retirement monthly report en",
      "authorId": "UBS",
      "authorName": "UBS",
      "documentKindSlug": "consulting-deck",
      "documentKindLabel": "Consulting deck",
      "sourceTypeSlug": "equity_research",
      "sourceTypeLabel": "Equity research",
      "presentationDate": null,
      "orientation": "landscape",
      "aspectRatio": 1.776,
      "pageNumber": 23,
      "slideType": "other",
      "function": "establish_context",
      "notes": "The chart illustrates longevity risk for retirement planning.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": null,
      "slideHref": "/slides/019dd923-5e88-73ef-bd57-ee505d99d7cc/23",
      "deckHref": "/decks/019dd923-5e88-73ef-bd57-ee505d99d7cc",
      "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd57-ee505d99d7cc#slide-23",
      "loopMatches": [],
      "arcBeatMatches": [],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019dd923-5e88-73ef-bd57-ee505d99d7cc",
      "docSlug": "8921baa1a2966ef5",
      "documentTitle": "modern retirement monthly report en",
      "authorId": "UBS",
      "authorName": "UBS",
      "documentKindSlug": "consulting-deck",
      "documentKindLabel": "Consulting deck",
      "sourceTypeSlug": "equity_research",
      "sourceTypeLabel": "Equity research",
      "presentationDate": null,
      "orientation": "landscape",
      "aspectRatio": 1.776,
      "pageNumber": 24,
      "slideType": "data_table",
      "function": "analyze_data",
      "notes": "The table highlights the 'Moderately Aggressive' column and the '40 years' row, with a specific example calculation provided below the table.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": null,
      "slideHref": "/slides/019dd923-5e88-73ef-bd57-ee505d99d7cc/24",
      "deckHref": "/decks/019dd923-5e88-73ef-bd57-ee505d99d7cc",
      "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd57-ee505d99d7cc#slide-24",
      "loopMatches": [],
      "arcBeatMatches": [
        {
          "to": 25,
          "from": 24,
          "beatId": "c4178195-7fef-4fd9-b77d-0b7f946eca31",
          "arcName": "The Sequoia Pitch",
          "arcSlug": "sequoia-pitch",
          "beatName": "Market Size",
          "beatSlug": "sequoia-pitch-market-size",
          "evidence": "The data tables on spending and savings in retirement",
          "position": 2,
          "confidence": 0.7,
          "parentBeatName": "Evidence",
          "parentBeatSlug": "evidence"
        }
      ],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019dd923-5e88-73ef-bd57-ee505d99d7cc",
      "docSlug": "8921baa1a2966ef5",
      "documentTitle": "modern retirement monthly report en",
      "authorId": "UBS",
      "authorName": "UBS",
      "documentKindSlug": "consulting-deck",
      "documentKindLabel": "Consulting deck",
      "sourceTypeSlug": "equity_research",
      "sourceTypeLabel": "Equity research",
      "presentationDate": null,
      "orientation": "landscape",
      "aspectRatio": 1.776,
      "pageNumber": 25,
      "slideType": "data_table",
      "function": "analyze_data",
      "notes": "Includes a specific example calculation for a $10M portfolio over 40 years.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": null,
      "slideHref": "/slides/019dd923-5e88-73ef-bd57-ee505d99d7cc/25",
      "deckHref": "/decks/019dd923-5e88-73ef-bd57-ee505d99d7cc",
      "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd57-ee505d99d7cc#slide-25",
      "loopMatches": [],
      "arcBeatMatches": [
        {
          "to": 25,
          "from": 24,
          "beatId": "c4178195-7fef-4fd9-b77d-0b7f946eca31",
          "arcName": "The Sequoia Pitch",
          "arcSlug": "sequoia-pitch",
          "beatName": "Market Size",
          "beatSlug": "sequoia-pitch-market-size",
          "evidence": "The data tables on spending and savings in retirement",
          "position": 2,
          "confidence": 0.7,
          "parentBeatName": "Evidence",
          "parentBeatSlug": "evidence"
        }
      ],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019dd923-5e88-73ef-bd57-ee505d99d7cc",
      "docSlug": "8921baa1a2966ef5",
      "documentTitle": "modern retirement monthly report en",
      "authorId": "UBS",
      "authorName": "UBS",
      "documentKindSlug": "consulting-deck",
      "documentKindLabel": "Consulting deck",
      "sourceTypeSlug": "equity_research",
      "sourceTypeLabel": "Equity research",
      "presentationDate": null,
      "orientation": "landscape",
      "aspectRatio": 1.776,
      "pageNumber": 26,
      "slideType": "other",
      "function": "present_framework",
      "notes": "Includes a table of benefit percentages by age, an earnings test impact summary, and a breakeven age heatmap.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": null,
      "slideHref": "/slides/019dd923-5e88-73ef-bd57-ee505d99d7cc/26",
      "deckHref": "/decks/019dd923-5e88-73ef-bd57-ee505d99d7cc",
      "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd57-ee505d99d7cc#slide-26",
      "loopMatches": [],
      "arcBeatMatches": [
        {
          "to": 27,
          "from": 26,
          "beatId": "2db2f812-ee64-4712-85bb-51f50c8baf50",
          "arcName": "The Sequoia Pitch",
          "arcSlug": "sequoia-pitch",
          "beatName": "Competition",
          "beatSlug": "sequoia-pitch-competition",
          "evidence": "The discussion on Social Security claiming strategies",
          "position": 3,
          "confidence": 0.7,
          "parentBeatName": "Evidence",
          "parentBeatSlug": "evidence"
        }
      ],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019dd923-5e88-73ef-bd57-ee505d99d7cc",
      "docSlug": "8921baa1a2966ef5",
      "documentTitle": "modern retirement monthly report en",
      "authorId": "UBS",
      "authorName": "UBS",
      "documentKindSlug": "consulting-deck",
      "documentKindLabel": "Consulting deck",
      "sourceTypeSlug": "equity_research",
      "sourceTypeLabel": "Equity research",
      "presentationDate": null,
      "orientation": "landscape",
      "aspectRatio": 1.776,
      "pageNumber": 27,
      "slideType": "recommendation",
      "function": "recommend",
      "notes": "The chart shows the percentage increase or decrease in benefits relative to full retirement age (FRA) for a retiree and spouse born in 1960.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": null,
      "slideHref": "/slides/019dd923-5e88-73ef-bd57-ee505d99d7cc/27",
      "deckHref": "/decks/019dd923-5e88-73ef-bd57-ee505d99d7cc",
      "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd57-ee505d99d7cc#slide-27",
      "loopMatches": [],
      "arcBeatMatches": [
        {
          "to": 27,
          "from": 26,
          "beatId": "2db2f812-ee64-4712-85bb-51f50c8baf50",
          "arcName": "The Sequoia Pitch",
          "arcSlug": "sequoia-pitch",
          "beatName": "Competition",
          "beatSlug": "sequoia-pitch-competition",
          "evidence": "The discussion on Social Security claiming strategies",
          "position": 3,
          "confidence": 0.7,
          "parentBeatName": "Evidence",
          "parentBeatSlug": "evidence"
        }
      ],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019dd923-5e88-73ef-bd57-ee505d99d7cc",
      "docSlug": "8921baa1a2966ef5",
      "documentTitle": "modern retirement monthly report en",
      "authorId": "UBS",
      "authorName": "UBS",
      "documentKindSlug": "consulting-deck",
      "documentKindLabel": "Consulting deck",
      "sourceTypeSlug": "equity_research",
      "sourceTypeLabel": "Equity research",
      "presentationDate": null,
      "orientation": "landscape",
      "aspectRatio": 1.776,
      "pageNumber": 28,
      "slideType": "other",
      "function": "present_solution",
      "notes": "The slide uses a step chart to illustrate marginal tax brackets and a curve for effective tax rates.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": null,
      "slideHref": "/slides/019dd923-5e88-73ef-bd57-ee505d99d7cc/28",
      "deckHref": "/decks/019dd923-5e88-73ef-bd57-ee505d99d7cc",
      "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd57-ee505d99d7cc#slide-28",
      "loopMatches": [],
      "arcBeatMatches": [],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019dd923-5e88-73ef-bd57-ee505d99d7cc",
      "docSlug": "8921baa1a2966ef5",
      "documentTitle": "modern retirement monthly report en",
      "authorId": "UBS",
      "authorName": "UBS",
      "documentKindSlug": "consulting-deck",
      "documentKindLabel": "Consulting deck",
      "sourceTypeSlug": "equity_research",
      "sourceTypeLabel": "Equity research",
      "presentationDate": null,
      "orientation": "landscape",
      "aspectRatio": 1.776,
      "pageNumber": 29,
      "slideType": "key_messages",
      "function": "summarize",
      "notes": null,
      "imagePath": null,
      "matchCount": 1,
      "evidence": null,
      "slideHref": "/slides/019dd923-5e88-73ef-bd57-ee505d99d7cc/29",
      "deckHref": "/decks/019dd923-5e88-73ef-bd57-ee505d99d7cc",
      "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd57-ee505d99d7cc#slide-29",
      "loopMatches": [],
      "arcBeatMatches": [],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019dd923-5e88-73ef-bd57-ee505d99d7cc",
      "docSlug": "8921baa1a2966ef5",
      "documentTitle": "modern retirement monthly report en",
      "authorId": "UBS",
      "authorName": "UBS",
      "documentKindSlug": "consulting-deck",
      "documentKindLabel": "Consulting deck",
      "sourceTypeSlug": "equity_research",
      "sourceTypeLabel": "Equity research",
      "presentationDate": null,
      "orientation": "landscape",
      "aspectRatio": 1.776,
      "pageNumber": 30,
      "slideType": "strategic_options",
      "function": "present_solution",
      "notes": null,
      "imagePath": null,
      "matchCount": 1,
      "evidence": null,
      "slideHref": "/slides/019dd923-5e88-73ef-bd57-ee505d99d7cc/30",
      "deckHref": "/decks/019dd923-5e88-73ef-bd57-ee505d99d7cc",
      "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd57-ee505d99d7cc#slide-30",
      "loopMatches": [],
      "arcBeatMatches": [],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019dd923-5e88-73ef-bd57-ee505d99d7cc",
      "docSlug": "8921baa1a2966ef5",
      "documentTitle": "modern retirement monthly report en",
      "authorId": "UBS",
      "authorName": "UBS",
      "documentKindSlug": "consulting-deck",
      "documentKindLabel": "Consulting deck",
      "sourceTypeSlug": "equity_research",
      "sourceTypeLabel": "Equity research",
      "presentationDate": null,
      "orientation": "landscape",
      "aspectRatio": 1.776,
      "pageNumber": 31,
      "slideType": "cover",
      "function": "front_matter",
      "notes": null,
      "imagePath": null,
      "matchCount": 1,
      "evidence": null,
      "slideHref": "/slides/019dd923-5e88-73ef-bd57-ee505d99d7cc/31",
      "deckHref": "/decks/019dd923-5e88-73ef-bd57-ee505d99d7cc",
      "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd57-ee505d99d7cc#slide-31",
      "loopMatches": [],
      "arcBeatMatches": [],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019dd923-5e88-73ef-bd57-ee505d99d7cc",
      "docSlug": "8921baa1a2966ef5",
      "documentTitle": "modern retirement monthly report en",
      "authorId": "UBS",
      "authorName": "UBS",
      "documentKindSlug": "consulting-deck",
      "documentKindLabel": "Consulting deck",
      "sourceTypeSlug": "equity_research",
      "sourceTypeLabel": "Equity research",
      "presentationDate": null,
      "orientation": "landscape",
      "aspectRatio": 1.776,
      "pageNumber": 32,
      "slideType": "other",
      "function": "present_framework",
      "notes": "The slide uses a custom 'spending waterfall' framework to prioritize asset liquidation based on tax efficiency.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": null,
      "slideHref": "/slides/019dd923-5e88-73ef-bd57-ee505d99d7cc/32",
      "deckHref": "/decks/019dd923-5e88-73ef-bd57-ee505d99d7cc",
      "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd57-ee505d99d7cc#slide-32",
      "loopMatches": [],
      "arcBeatMatches": [],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019dd923-5e88-73ef-bd57-ee505d99d7cc",
      "docSlug": "8921baa1a2966ef5",
      "documentTitle": "modern retirement monthly report en",
      "authorId": "UBS",
      "authorName": "UBS",
      "documentKindSlug": "consulting-deck",
      "documentKindLabel": "Consulting deck",
      "sourceTypeSlug": "equity_research",
      "sourceTypeLabel": "Equity research",
      "presentationDate": null,
      "orientation": "landscape",
      "aspectRatio": 1.776,
      "pageNumber": 33,
      "slideType": "other",
      "function": "establish_context",
      "notes": "Includes detailed footnotes regarding IRS tables and specific retirement plan exceptions.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": null,
      "slideHref": "/slides/019dd923-5e88-73ef-bd57-ee505d99d7cc/33",
      "deckHref": "/decks/019dd923-5e88-73ef-bd57-ee505d99d7cc",
      "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd57-ee505d99d7cc#slide-33",
      "loopMatches": [],
      "arcBeatMatches": [],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019dd923-5e88-73ef-bd57-ee505d99d7cc",
      "docSlug": "8921baa1a2966ef5",
      "documentTitle": "modern retirement monthly report en",
      "authorId": "UBS",
      "authorName": "UBS",
      "documentKindSlug": "consulting-deck",
      "documentKindLabel": "Consulting deck",
      "sourceTypeSlug": "equity_research",
      "sourceTypeLabel": "Equity research",
      "presentationDate": null,
      "orientation": "landscape",
      "aspectRatio": 1.776,
      "pageNumber": 34,
      "slideType": "other",
      "function": "present_framework",
      "notes": "The slide uses a pyramid framework to categorize retirement spending into three tiers.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": null,
      "slideHref": "/slides/019dd923-5e88-73ef-bd57-ee505d99d7cc/34",
      "deckHref": "/decks/019dd923-5e88-73ef-bd57-ee505d99d7cc",
      "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd57-ee505d99d7cc#slide-34",
      "loopMatches": [],
      "arcBeatMatches": [],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019dd923-5e88-73ef-bd57-ee505d99d7cc",
      "docSlug": "8921baa1a2966ef5",
      "documentTitle": "modern retirement monthly report en",
      "authorId": "UBS",
      "authorName": "UBS",
      "documentKindSlug": "consulting-deck",
      "documentKindLabel": "Consulting deck",
      "sourceTypeSlug": "equity_research",
      "sourceTypeLabel": "Equity research",
      "presentationDate": null,
      "orientation": "landscape",
      "aspectRatio": 1.776,
      "pageNumber": 35,
      "slideType": "data_table",
      "function": "quantify_impact",
      "notes": "The table shows that increasing annuity allocation consistently improves annual spending potential across all probability-of-success tiers.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": null,
      "slideHref": "/slides/019dd923-5e88-73ef-bd57-ee505d99d7cc/35",
      "deckHref": "/decks/019dd923-5e88-73ef-bd57-ee505d99d7cc",
      "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd57-ee505d99d7cc#slide-35",
      "loopMatches": [],
      "arcBeatMatches": [],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019dd923-5e88-73ef-bd57-ee505d99d7cc",
      "docSlug": "8921baa1a2966ef5",
      "documentTitle": "modern retirement monthly report en",
      "authorId": "UBS",
      "authorName": "UBS",
      "documentKindSlug": "consulting-deck",
      "documentKindLabel": "Consulting deck",
      "sourceTypeSlug": "equity_research",
      "sourceTypeLabel": "Equity research",
      "presentationDate": null,
      "orientation": "landscape",
      "aspectRatio": 1.776,
      "pageNumber": 36,
      "slideType": "key_takeaways",
      "function": "summarize",
      "notes": "The slide uses three distinct charts to explain the nuances of COLA for retirees.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": null,
      "slideHref": "/slides/019dd923-5e88-73ef-bd57-ee505d99d7cc/36",
      "deckHref": "/decks/019dd923-5e88-73ef-bd57-ee505d99d7cc",
      "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd57-ee505d99d7cc#slide-36",
      "loopMatches": [],
      "arcBeatMatches": [],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019dd923-5e88-73ef-bd57-ee505d99d7cc",
      "docSlug": "8921baa1a2966ef5",
      "documentTitle": "modern retirement monthly report en",
      "authorId": "UBS",
      "authorName": "UBS",
      "documentKindSlug": "consulting-deck",
      "documentKindLabel": "Consulting deck",
      "sourceTypeSlug": "equity_research",
      "sourceTypeLabel": "Equity research",
      "presentationDate": null,
      "orientation": "landscape",
      "aspectRatio": 1.776,
      "pageNumber": 37,
      "slideType": "comparison_table",
      "function": "compare_options",
      "notes": null,
      "imagePath": null,
      "matchCount": 1,
      "evidence": null,
      "slideHref": "/slides/019dd923-5e88-73ef-bd57-ee505d99d7cc/37",
      "deckHref": "/decks/019dd923-5e88-73ef-bd57-ee505d99d7cc",
      "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd57-ee505d99d7cc#slide-37",
      "loopMatches": [],
      "arcBeatMatches": [],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019dd923-5e88-73ef-bd57-ee505d99d7cc",
      "docSlug": "8921baa1a2966ef5",
      "documentTitle": "modern retirement monthly report en",
      "authorId": "UBS",
      "authorName": "UBS",
      "documentKindSlug": "consulting-deck",
      "documentKindLabel": "Consulting deck",
      "sourceTypeSlug": "equity_research",
      "sourceTypeLabel": "Equity research",
      "presentationDate": null,
      "orientation": "landscape",
      "aspectRatio": 1.776,
      "pageNumber": 38,
      "slideType": "impact_sizing",
      "function": "quantify_impact",
      "notes": "The chart shows a clear downward trend in probability as the cost threshold increases, with a significant gap between couples and individuals.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": null,
      "slideHref": "/slides/019dd923-5e88-73ef-bd57-ee505d99d7cc/38",
      "deckHref": "/decks/019dd923-5e88-73ef-bd57-ee505d99d7cc",
      "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd57-ee505d99d7cc#slide-38",
      "loopMatches": [],
      "arcBeatMatches": [],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    }
  ]
}