Community Homepage
Discussions
Categories
Quicken for Mac
Quicken Lifehub
Quicken Mobile
Quicken on the Web
Quicken for Windows
Support
Quicken Classic
Quicken Simplifi
Getting Started
Community Training FAQs
Using and Improving the Community
Connect and Engage
Announcements & Alerts
Announcements
Alerts, Online Banking & Known Product Issues
Product Ideas
Beta
Home
Quicken Classic for Windows
Budgeting and Planning Tools (Windows)
Anticipated Rate of Return - college expense planning
AaronD
Is there a way to edit the 10% default rate of return assumption in the Lifetime Planning calculation for a college expense?
I am using Quicken Premier R26.17 Build 27.1.26.17 on a PC using Windows 10 Pro version 1903 OS build 18362.778
Find more posts tagged with
Accepted answers
AaronD
I figured it out. The rate of return is in the basic assumptions for all planning, not in the college planning. They cannot be seperate, even if for example you would have a more conservative approach for college funds needed in the near term vs retirement funds needed much later.
All comments
AaronD
I figured it out. The rate of return is in the basic assumptions for all planning, not in the college planning. They cannot be seperate, even if for example you would have a more conservative approach for college funds needed in the near term vs retirement funds needed much later.
Scooterlam
The rate of return can be adjusted for "before" and "after" retirement time-frames. But still, as you stated, it applies across all accounts included in your plan.
You can still adjust inflation rate
specifically for college expenses
apart from the general rate you set in "planning assumptions". Perhaps an opportunity to tilt toward a conservative result.
edit:
If you like Lifetime Planner and want to see it improved, have a look at this thread and vote!
https://community.quicken.com/discussion/7713110/lifetime-planner-bug-and-idea-list-make-yourself-heard#latest
Quick Links
All Categories
Recent Posts
Activity
Unanswered
Best Of
