Lifetime planner needs additional anticipated return values for investments

jimkarl

I need to set different anticipated performance return percentages, more than what quicken allows. Taxable accounts vs non taxable accounts is the start point that quicken supports but if you have assets such as bonds/treasuries and stocks/etfs, these have very different typical returns. For example, one might assume the bonds return an average of 4% while the stocks 7 or 8%. Currently , i would have to do a lengthy weighting calculation across multiple accounts to know what an appropriate value to use would be. And redo this constantly as investments are added or removed.

Surely this would be a useful feature for many lifetime planner users?

Jim_Harman

How would the LTP know what your future asset allocation will be?