Monday, November 10, 2014

Asset Allocation Used for the Calculations

8:09 PM



Question:

Under Asset Allocation it states “The Investor Profile Questionnaire established that the following portfolio: Security might be the most …”

Do I assume that RetireWare used a “Security” mix for my investments?

Answer:

The calculations use the asset allocation basis selected on the Asset Mix for Projections tab on the Options page. You can select an asset allocation based on one of the profiles, the current asset mix, or your own custom allocation.


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