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Topic starter July 13, 2024 7:42 am
Pralana explains that Roth conversions can throw your AA out of whack after a while. A small Roth account that is 100% stock eventually becomes a big account that is 100% stock. The tool allows two methods to control the AA. What is an example of how I would handle this in Pralana? Let's say my overall AA is 60/40, and within that, my Roth account is currently 100/0. I don't want the Roth account to continue to be 100/0 as it gets larger and larger.
July 13, 2024 8:30 am
Look at 2024 Excel version user's manual page 52. It shows different periods in Mode 2. The online version should have a similar description.
