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Input Data Report

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(@rice720)
New Member Customer
Joined: 3 years ago
Posts: 3
Topic starter  

The Asset Allocations page of the of the generated Input Data Report lists all of my various type accounts as entered on the Initial Account Balances page except for the Cash Accounts allocations. Is this an error (probably on my behalf) or are the Cash accounts lumped into the Regular Investment Accounts allocations in the report. Thank you.


   
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(@smatthews51)
Member Admin
Joined: 4 years ago
Posts: 689
 

Billy,

There really aren't any allocations associated with the Cash Account. You specify the rate of return on them directly at the top of the Financial Assets > Asset Allocation page. The value that you specify appears in the Rate of Return Assumptions table on the prior page of the Input Report, alongside the computed ROR assumptions for the regular, tax-deferred and Roth accounts.


   
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