Lifetime Planner IDEA: Set Rate of Return by Account Using 3/5 Year Account Return
When setting your assumptions and specifying your anticipated rates of return, I don't like how it only allows you to enter those rates as "taxable accounts" and "non-taxable accounts" before and after retirement. It should allow you to set the rate of return per each of your accounts separately. And since Quicken already knows that number for each of your investment accounts, it should default to the current 3 or 5 year return, whichever you choose. Of course, you can still override it. The way it is now, you have to average the APR across your IRA's and 401ks. I get it, most people don't have multiple, but a lot of us do, thanks to career changes.